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Valley National Advisers’s Bowman Consulting BWMN Stock Holding History

Valley National Advisers’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
-15,366
Closed -$488K – 804
2024
Q2 		$488K Hold
15,366
– – 0.07% 160
2024
Q1 		$534K Hold
15,366
– – 0.08% 157
2023
Q4 		$545K Hold
15,366
– – 0.09% 156
2023
Q3 		$431K Hold
15,366
– – 0.08% 176
2023
Q2 		$490K Buy
15,366
+4,454
+41% +$130K 0.08% 170
2023
Q1 		$322K Hold
10,912
– – 0.06% 202
2022
Q4 		$236K Hold
10,912
– – 0.04% 229
2022
Q3 		$163K Buy
10,912
+5,535
+103% +$80.1K 0.03% 258
2022
Q2 		$62K Buy
+5,377
New +$82.7K 0.01% 329

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

Valley National Advisers's BWMN Position: Q3 2024 in Review

Valley National Advisers sold out of Bowman Consulting (BWMN) in Q3 2024, closing a stake of 15,366 shares — an estimated $488K sold.

Valley National Advisers first reported a position in BWMN in Q2 2022 and held it in 9 quarters. The position peaked at $545K in Q4 2023. 86 funds tracked by Wall St. Rank hold BWMN as of Q3 2024.

  • Valley National Advisers reported no remaining Bowman Consulting position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 15,366 Bowman Consulting shares in Q3 2024, an estimated $488K.
  • Valley National Advisers first reported a position in Bowman Consulting in Q2 2022 and held it in 9 quarters.
  • Valley National Advisers's Bowman Consulting position peaked at $545K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Bowman Consulting as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.