WAP
BMRC icon

Wealthcare Advisory Partners’s Bank of Marin Bancorp BMRC Stock Holding History

Wealthcare Advisory Partners’s Portfolio BMRC Stock Details BMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,168
Closed -$46K – 702
2021
Q1 		$46K Buy
+1,168
New +$45K ﹤0.01% 898

Other funds holding BMRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Wealthcare Advisory Partners's BMRC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Bank of Marin Bancorp (BMRC) in Q2 2021, closing a stake of 1,168 shares — an estimated $46K sold.

Wealthcare Advisory Partners first reported a position in BMRC in Q1 2021 and held it in 1 quarter. The position peaked at $46K in Q1 2021. 95 funds tracked by Wall St. Rank hold BMRC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Bank of Marin Bancorp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,168 Bank of Marin Bancorp shares in Q2 2021, an estimated $46K.
  • Wealthcare Advisory Partners first reported a position in Bank of Marin Bancorp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Bank of Marin Bancorp position peaked at $46K in Q1 2021.
  • 95 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.