WestHill Financial Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

WestHill Financial Advisors’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
2023 Q1	–	Sell	-7,280	Closed	-$239K	–	114
2022 Q4	$239K	Buy	7,280 +4	+0.1%	+$135	0.08%	52
2022 Q3	$218K	Buy	7,276 +3	+0%	+$95	0.07%	53
2022 Q2	$231K	Buy	7,273 +4	+0.1%	+$129	0.08%	57
2022 Q1	$255K	Buy	7,269 +4	+0.1%	+$146	0.07%	58
2021 Q4	$270K	Buy	7,265 +3	+0%	+$112	0.08%	59
2021 Q3	$274K	Buy	+7,262	New	+$253K	0.08%	46
2021 Q1	$284K	Buy	7,256 +3	+0%	+$116	0.1%	42
2020 Q4	$249K	Buy	+7,253	New	+$247K	0.1%	43

Other funds holding BMRC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

WestHill Financial Advisors's BMRC Position: Q1 2023 in Review

WestHill Financial Advisors sold out of Bank of Marin Bancorp (BMRC) in Q1 2023, closing a stake of 7,280 shares — an estimated $239K sold.

WestHill Financial Advisors first reported a position in BMRC in Q4 2020 and held it in 8 quarters. The position peaked at $284K in Q1 2021. 100 funds tracked by Wall St. Rank hold BMRC as of Q1 2023.

WestHill Financial Advisors reported no remaining Bank of Marin Bancorp position as of Q1 2023 after selling out during the quarter.
WestHill Financial Advisors sold 7,280 Bank of Marin Bancorp shares in Q1 2023, an estimated $239K.
WestHill Financial Advisors first reported a position in Bank of Marin Bancorp in Q4 2020 and held it in 8 quarters.
WestHill Financial Advisors's Bank of Marin Bancorp position peaked at $284K in Q1 2021.
100 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2023.

Based on WestHill Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.