Laidlaw Wealth Management’s John Marshall Bancorp JMSB Stock Holding History

Laidlaw Wealth Management’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 Q3	–	Sell	-33,971	Closed	-$682K	–	326
2023 Q2	$682K	Hold	33,971	–	–	0.13%	163
2023 Q1	$734K	Buy	33,971 +2,284	+7%	+$56.7K	0.15%	158
2022 Q4	$912K	Sell	31,687 -20,000	-39%	-$557K	0.2%	131
2022 Q3	$1.27M	Hold	51,687	–	–	0.3%	92
2022 Q2	$1.17M	Buy	+51,687	New	+$1.34M	0.24%	114

Other funds holding JMSB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Laidlaw Wealth Management's JMSB Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of John Marshall Bancorp (JMSB) in Q3 2023, closing a stake of 33,971 shares — an estimated $682K sold.

Laidlaw Wealth Management first reported a position in JMSB in Q2 2022 and held it in 5 quarters. The position peaked at $1.27M in Q3 2022. 50 funds tracked by Wall St. Rank hold JMSB as of Q3 2023.

Laidlaw Wealth Management reported no remaining John Marshall Bancorp position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 33,971 John Marshall Bancorp shares in Q3 2023, an estimated $682K.
Laidlaw Wealth Management first reported a position in John Marshall Bancorp in Q2 2022 and held it in 5 quarters.
Laidlaw Wealth Management's John Marshall Bancorp position peaked at $1.27M in Q3 2022.
50 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.