Envestnet Asset Management
BWMN icon

Envestnet Asset Management’s Bowman Consulting BWMN Stock Holding History

Envestnet Asset Management’s Portfolio BWMN Stock Details BWMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,807
Closed -$202K – 4180
2024
Q1 		$202K Buy
5,807
+156
+3% +$5.38K ﹤0.01% 3941
2023
Q4 		$201K Buy
+5,651
New +$169K ﹤0.01% 3826

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Envestnet Asset Management's BWMN Position: Q2 2024 in Review

Envestnet Asset Management sold out of Bowman Consulting (BWMN) in Q2 2024, closing a stake of 5,807 shares — an estimated $202K sold.

Envestnet Asset Management first reported a position in BWMN in Q4 2023 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 96 funds tracked by Wall St. Rank hold BWMN as of Q2 2024.

  • Envestnet Asset Management reported no remaining Bowman Consulting position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 5,807 Bowman Consulting shares in Q2 2024, an estimated $202K.
  • Envestnet Asset Management first reported a position in Bowman Consulting in Q4 2023 and held it in 2 quarters.
  • Envestnet Asset Management's Bowman Consulting position peaked at $202K in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Bowman Consulting as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.