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Glassy Mountain Advisors’s John Marshall Bancorp JMSB Stock Holding History

Glassy Mountain Advisors’s Portfolio JMSB Stock Details JMSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,388
Closed -$39.9K – 132
2022
Q4 		$39.9K Buy
+1,388
New +$38.7K 0.02% 125

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Glassy Mountain Advisors's JMSB Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of John Marshall Bancorp (JMSB) in Q1 2023, closing a stake of 1,388 shares — an estimated $39.9K sold.

Glassy Mountain Advisors first reported a position in JMSB in Q4 2022 and held it in 1 quarter. The position peaked at $39.9K in Q4 2022. 53 funds tracked by Wall St. Rank hold JMSB as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining John Marshall Bancorp position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 1,388 John Marshall Bancorp shares in Q1 2023, an estimated $39.9K.
  • Glassy Mountain Advisors first reported a position in John Marshall Bancorp in Q4 2022 and held it in 1 quarter.
  • Glassy Mountain Advisors's John Marshall Bancorp position peaked at $39.9K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.