Graves Light Lenhart Wealth’s Bank Of The James BOTJ Stock Holding History

Graves Light Lenhart Wealth’s Portfolio BOTJ Stock Details BOTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-550	Closed	-$5.78K	–	189
2023 Q1	$5.78K	Buy	+550	New	+$6.81K	﹤0.01%	184
2022 Q3	–	Sell	-550	Closed	-$7K	–	219
2022 Q2	$7K	Hold	550	–	–	﹤0.01%	509
2022 Q1	$8K	Hold	550	–	–	﹤0.01%	554
2021 Q4	$8K	Hold	550	–	–	﹤0.01%	623
2021 Q3	$8K	Sell	550 -229	-29%	-$3.42K	﹤0.01%	585
2021 Q2	$12K	Sell	779 -78	-9%	-$1.18K	﹤0.01%	540
2021 Q1	$11K	Hold	857	–	–	﹤0.01%	557
2020 Q4	$10K	Buy	+857	New	+$8.74K	﹤0.01%	545

Other funds holding BOTJ

PWW

Pettyjohn Wood & White Lynchburg, Virginia $687M AUM 24.61% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Graves Light Lenhart Wealth's BOTJ Position: Q2 2023 in Review

Graves Light Lenhart Wealth sold out of Bank Of The James (BOTJ) in Q2 2023, closing a stake of 550 shares — an estimated $5.78K sold.

Graves Light Lenhart Wealth first reported a position in BOTJ in Q4 2020 and held it in 8 quarters. The position peaked at $12K in Q2 2021. 22 funds tracked by Wall St. Rank hold BOTJ as of Q2 2023.

Graves Light Lenhart Wealth reported no remaining Bank Of The James position as of Q2 2023 after selling out during the quarter.
Graves Light Lenhart Wealth sold 550 Bank Of The James shares in Q2 2023, an estimated $5.78K.
Graves Light Lenhart Wealth first reported a position in Bank Of The James in Q4 2020 and held it in 8 quarters.
Graves Light Lenhart Wealth's Bank Of The James position peaked at $12K in Q2 2021.
22 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2023.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.