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OLIO Financial Planning’s Bowman Consulting BWMN Stock Holding History

OLIO Financial Planning’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
-13,000
Closed -$467K – 61
2024
Q3 		$467K Hold
13,000
– – 0.2% 36
2024
Q2 		$467K Hold
13,000
– – 0.2% 36
2024
Q1 		$467K Hold
13,000
– – 0.2% 36
2023
Q4 		$467K Sell
13,000
-50,782
-80% -$1.52M 0.2% 36
2023
Q3 		$1.79M Buy
+63,782
New +$1.94M 0.84% 18

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 $637M AUM 40.98% 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

OLIO Financial Planning's BWMN Position: Q4 2024 in Review

OLIO Financial Planning sold out of Bowman Consulting (BWMN) in Q4 2024, closing a stake of 13,000 shares — an estimated $467K sold.

OLIO Financial Planning first reported a position in BWMN in Q3 2023 and held it in 5 quarters. The position peaked at $1.79M in Q3 2023. 91 funds tracked by Wall St. Rank hold BWMN as of Q4 2024.

  • OLIO Financial Planning reported no remaining Bowman Consulting position as of Q4 2024 after selling out during the quarter.
  • OLIO Financial Planning sold 13,000 Bowman Consulting shares in Q4 2024, an estimated $467K.
  • OLIO Financial Planning first reported a position in Bowman Consulting in Q3 2023 and held it in 5 quarters.
  • OLIO Financial Planning's Bowman Consulting position peaked at $1.79M in Q3 2023.
  • 91 funds tracked by Wall St. Rank held Bowman Consulting as of Q4 2024.

Based on OLIO Financial Planning's 13F filing for Q4 2024, filed 21 Jan 2025.