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Venturi Wealth Management’s Bowman Consulting BWMN Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-181
Closed -$4.52K – 747
2024
Q4 		$4.52K Sell
181
-6
-3% -$146 ﹤0.01% 1709
2024
Q3 		$4.5K Buy
+187
New +$5.17K ﹤0.01% 1472

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Venturi Wealth Management's BWMN Position: Q1 2025 in Review

Venturi Wealth Management sold out of Bowman Consulting (BWMN) in Q1 2025, closing a stake of 181 shares — an estimated $4.52K sold.

Venturi Wealth Management first reported a position in BWMN in Q3 2024 and held it in 2 quarters. The position peaked at $4.52K in Q4 2024. 85 funds tracked by Wall St. Rank hold BWMN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Bowman Consulting position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 181 Bowman Consulting shares in Q1 2025, an estimated $4.52K.
  • Venturi Wealth Management first reported a position in Bowman Consulting in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Bowman Consulting position peaked at $4.52K in Q4 2024.
  • 85 funds tracked by Wall St. Rank held Bowman Consulting as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.