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Wealthcare Advisory Partners’s Bank Of The James BOTJ Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-2,518
Closed -$32K – 709
2021
Q1 		$32K Buy
+2,518
New +$31.9K ﹤0.01% 1029

Other funds holding BOTJ

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Bank Of The James (BOTJ) in Q2 2021, closing a stake of 2,518 shares — an estimated $32K sold.

Wealthcare Advisory Partners first reported a position in BOTJ in Q1 2021 and held it in 1 quarter. The position peaked at $32K in Q1 2021. 24 funds tracked by Wall St. Rank hold BOTJ as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Bank Of The James position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,518 Bank Of The James shares in Q2 2021, an estimated $32K.
  • Wealthcare Advisory Partners first reported a position in Bank Of The James in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Bank Of The James position peaked at $32K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2021.

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