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Next Financial Group’s Bank Of The James BOTJ Stock Holding History

Next Financial Group’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
2021
Q4 		$2K Hold
110
– – ﹤0.01% 2586
2021
Q3 		$2K Hold
110
– – ﹤0.01% 2448
2021
Q2 		$2K Hold
110
– – ﹤0.01% 2386
2021
Q1 		$1K Hold
110
– – ﹤0.01% 2382
2020
Q4 		$1K Hold
110
– – ﹤0.01% 2253
2020
Q3 		$1K Buy
+110
New +$1.01K ﹤0.01% 2089
2020
Q2 		– Sell
-110
Closed -$1K – 758
2020
Q1 		$1K Hold
110
– – ﹤0.01% 1989
2019
Q4 		$2K Buy
+110
New +$1.47K ﹤0.01% 2143
2017
Q1 		– Sell
-110
Closed -$2K – 1911
2016
Q4 		$2K Buy
+110
New +$1.37K ﹤0.01% 2145

Other funds holding BOTJ

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Next Financial Group's BOTJ Position: Q4 2021 in Review

Next Financial Group held its Bank Of The James (BOTJ) position steady in Q4 2021 at 110 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Next Financial Group first reported a position in BOTJ in Q4 2016 and has held it in 9 quarters since. 22 funds tracked by Wall St. Rank hold BOTJ as of Q4 2021.

  • Next Financial Group held 110 shares of Bank Of The James worth $2K as of Q4 2021.
  • Next Financial Group left its Bank Of The James share count unchanged in Q4 2021.
  • Bank Of The James made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2586 holding.
  • Next Financial Group first reported a position in Bank Of The James in Q4 2016 and has held it in 9 quarters since.
  • 22 funds tracked by Wall St. Rank held Bank Of The James as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.