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Opal Wealth Advisors’s Bowman Consulting BWMN Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-12
Closed -$382 – 331
2024
Q2 		$382 Buy
+12
New +$380 ﹤0.01% 1187

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

Opal Wealth Advisors's BWMN Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Bowman Consulting (BWMN) in Q3 2024, closing a stake of 12 shares — an estimated $382 sold.

Opal Wealth Advisors first reported a position in BWMN in Q2 2024 and held it in 1 quarter. The position peaked at $382 in Q2 2024. 86 funds tracked by Wall St. Rank hold BWMN as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Bowman Consulting position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 12 Bowman Consulting shares in Q3 2024, an estimated $382.
  • Opal Wealth Advisors first reported a position in Bowman Consulting in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Bowman Consulting position peaked at $382 in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Bowman Consulting as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.