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Forvis Mazars Wealth Advisors’s Bowman Consulting BWMN Stock Holding History

Forvis Mazars Wealth Advisors’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
2023
Q3 		– Sell
-8,850
Closed -$282K – 388
2023
Q2 		$282K Hold
8,850
– – 0.01% 365
2023
Q1 		$254K Buy
+8,850
New +$232K 0.01% 361

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Forvis Mazars Wealth Advisors's BWMN Position: Q3 2023 in Review

Forvis Mazars Wealth Advisors sold out of Bowman Consulting (BWMN) in Q3 2023, closing a stake of 8,850 shares — an estimated $282K sold.

Forvis Mazars Wealth Advisors first reported a position in BWMN in Q1 2023 and held it in 2 quarters. The position peaked at $282K in Q2 2023. 72 funds tracked by Wall St. Rank hold BWMN as of Q3 2023.

  • Forvis Mazars Wealth Advisors reported no remaining Bowman Consulting position as of Q3 2023 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 8,850 Bowman Consulting shares in Q3 2023, an estimated $282K.
  • Forvis Mazars Wealth Advisors first reported a position in Bowman Consulting in Q1 2023 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Bowman Consulting position peaked at $282K in Q2 2023.
  • 72 funds tracked by Wall St. Rank held Bowman Consulting as of Q3 2023.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.