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Jamison Private Wealth Management’s Bowman Consulting BWMN Stock Holding History

Jamison Private Wealth Management’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
2024
Q4 		– Sell
-2,800
Closed – – 240
2024
Q3 		$0 Hold
2,800
– – ﹤0.01% 456
2024
Q2 		$0 Hold
2,800
– – ﹤0.01% 438
2024
Q1 		$0 Buy
+2,800
New +$96.5K ﹤0.01% 478

Other funds holding BWMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Jamison Private Wealth Management's BWMN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Bowman Consulting (BWMN) in Q4 2024, closing a stake of 2,800 shares.

Jamison Private Wealth Management first reported a position in BWMN in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 91 funds tracked by Wall St. Rank hold BWMN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Bowman Consulting position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,800 Bowman Consulting shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Bowman Consulting in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Bowman Consulting position peaked at $0 in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Bowman Consulting as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.