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Raymond James Financial Services Advisors’s Bank Of The James BOTJ Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q2 		– Sell
-37,969
Closed -$393K – 3416
2024
Q1 		$393K Buy
+37,969
New +$441K ﹤0.01% 2687

Other funds holding BOTJ

PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Raymond James Financial Services Advisors's BOTJ Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of Bank Of The James (BOTJ) in Q2 2024, closing a stake of 37,969 shares — an estimated $393K sold.

Raymond James Financial Services Advisors first reported a position in BOTJ in Q1 2024 and held it in 1 quarter. The position peaked at $393K in Q1 2024. 20 funds tracked by Wall St. Rank hold BOTJ as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining Bank Of The James position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 37,969 Bank Of The James shares in Q2 2024, an estimated $393K.
  • Raymond James Financial Services Advisors first reported a position in Bank Of The James in Q1 2024 and held it in 1 quarter.
  • Raymond James Financial Services Advisors's Bank Of The James position peaked at $393K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.