Truist Financial
BOTJ icon

Truist Financial’s Bank Of The James BOTJ Stock Holding History

Truist Financial’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
-13,785
Closed -$174K – 2578
2022
Q3 		$174K Hold
13,785
– – ﹤0.01% 2338
2022
Q2 		$179K Sell
13,785
-275
-2% -$3.74K ﹤0.01% 2471
2022
Q1 		$210K Sell
14,060
-2,566
-15% -$39.5K ﹤0.01% 2516
2021
Q4 		$257K Sell
16,626
-5,958
-26% -$92.5K ﹤0.01% 2461
2021
Q3 		$326K Buy
22,584
+2,021
+10% +$30.2K ﹤0.01% 2282
2021
Q2 		$329K Sell
20,563
-2,024
-9% -$30.6K ﹤0.01% 2313
2021
Q1 		$293K Sell
22,587
-561
-2% -$7.11K ﹤0.01% 2295
2020
Q4 		$255K Sell
23,148
-71
-0.3% -$724 ﹤0.01% 2254
2020
Q3 		$205K Buy
23,219
+6,343
+38% +$58.4K ﹤0.01% 2247
2020
Q2 		$145K Sell
16,876
-1,100
-6% -$9.85K ﹤0.01% 2248
2020
Q1 		$143K Sell
17,976
-296
-2% -$3.67K ﹤0.01% 2200
2019
Q4 		$253K Buy
+18,272
New +$245K ﹤0.01% 2245

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

Truist Financial's BOTJ Position: Q4 2022 in Review

Truist Financial sold out of Bank Of The James (BOTJ) in Q4 2022, closing a stake of 13,785 shares — an estimated $174K sold.

Truist Financial first reported a position in BOTJ in Q4 2019 and held it in 12 quarters. The position peaked at $329K in Q2 2021. 25 funds tracked by Wall St. Rank hold BOTJ as of Q4 2022.

  • Truist Financial reported no remaining Bank Of The James position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 13,785 Bank Of The James shares in Q4 2022, an estimated $174K.
  • Truist Financial first reported a position in Bank Of The James in Q4 2019 and held it in 12 quarters.
  • Truist Financial's Bank Of The James position peaked at $329K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Bank Of The James as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.