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IFP Advisors’s Bank Of The James BOTJ Stock Holding History

IFP Advisors’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
Q1 		– Sell
-821
Closed -$13K – 3485
2022
Q4 		$13K Sell
821
-821
-50% -$9.72K ﹤0.01% 3193
2022
Q3 		$26K Hold
1,642
– – ﹤0.01% 2857
2022
Q2 		$26K Hold
1,642
– – ﹤0.01% 2628
2022
Q1 		$26K Buy
+1,642
New +$25.3K ﹤0.01% 2628

Other funds holding BOTJ

PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

IFP Advisors's BOTJ Position: Q1 2023 in Review

IFP Advisors sold out of Bank Of The James (BOTJ) in Q1 2023, closing a stake of 821 shares — an estimated $13K sold.

IFP Advisors first reported a position in BOTJ in Q1 2022 and held it in 4 quarters. The position peaked at $26K in Q3 2022. 24 funds tracked by Wall St. Rank hold BOTJ as of Q1 2023.

  • IFP Advisors reported no remaining Bank Of The James position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 821 Bank Of The James shares in Q1 2023, an estimated $13K.
  • IFP Advisors first reported a position in Bank Of The James in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's Bank Of The James position peaked at $26K in Q3 2022.
  • 24 funds tracked by Wall St. Rank held Bank Of The James as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.