Financial Advocates Investment Management’s Bank of Marin Bancorp BMRC Stock Holding History

Financial Advocates Investment Management’s Portfolio BMRC Stock Details BMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,028	Closed	-$231K	–	753
2022 Q4	$231K	Buy	7,028 +3	+0%	+$101	0.02%	632
2022 Q3	$210K	Buy	7,025 +4	+0.1%	+$127	0.02%	669
2022 Q2	$223K	Buy	7,021 +3	+0%	+$97	0.02%	592
2022 Q1	$246K	Buy	+7,018	New	+$256K	0.02%	629
2018 Q4	–	Sell	-1,844	Closed	-$77K	–	431
2018 Q3	$77K	Buy	+1,844	New	+$79.5K	0.01%	490
2018 Q1	–	Sell	-7,368	Closed	-$251K	–	488
2017 Q4	$251K	Buy	+7,368	New	+$254K	0.03%	400

Other funds holding BMRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Financial Advocates Investment Management's BMRC Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Bank of Marin Bancorp (BMRC) in Q1 2023, closing a stake of 7,028 shares — an estimated $231K sold.

Financial Advocates Investment Management first reported a position in BMRC in Q4 2017 and held it in 6 quarters. The position peaked at $251K in Q4 2017. 100 funds tracked by Wall St. Rank hold BMRC as of Q1 2023.

Financial Advocates Investment Management reported no remaining Bank of Marin Bancorp position as of Q1 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 7,028 Bank of Marin Bancorp shares in Q1 2023, an estimated $231K.
Financial Advocates Investment Management first reported a position in Bank of Marin Bancorp in Q4 2017 and held it in 6 quarters.
Financial Advocates Investment Management's Bank of Marin Bancorp position peaked at $251K in Q4 2017.
100 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.