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Selective Wealth Management’s Bank Of The James BOTJ Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-338
Closed -$4K – 191
2022
Q3 		$4K Hold
338
– – ﹤0.01% 607
2022
Q2 		$4K Buy
+338
New +$4.59K ﹤0.01% 644
2018
Q3 		$4K Buy
+286
New +$4.11K 0.05% 121

Other funds holding BOTJ

PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 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

Selective Wealth Management's BOTJ Position: Q4 2022 in Review

Selective Wealth Management sold out of Bank Of The James (BOTJ) in Q4 2022, closing a stake of 338 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in BOTJ in Q3 2018 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 25 funds tracked by Wall St. Rank hold BOTJ as of Q4 2022.

  • Selective Wealth Management reported no remaining Bank Of The James position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 338 Bank Of The James shares in Q4 2022, an estimated $4K.
  • Selective Wealth Management first reported a position in Bank Of The James in Q3 2018 and held it in 3 quarters.
  • Selective Wealth Management's Bank Of The James position peaked at $4K in Q3 2022.
  • 25 funds tracked by Wall St. Rank held Bank Of The James as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.