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Williams Jones Wealth Management’s Bogota Financial BSBK Stock Holding History

Williams Jones Wealth Management’s Portfolio BSBK Stock Details BSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-13,472
Closed -$139K – 511
2021
Q3 		$139K Buy
+13,472
New +$139K ﹤0.01% 463

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

Williams Jones Wealth Management's BSBK Position: Q4 2021 in Review

Williams Jones Wealth Management sold out of Bogota Financial (BSBK) in Q4 2021, closing a stake of 13,472 shares — an estimated $139K sold.

Williams Jones Wealth Management first reported a position in BSBK in Q3 2021 and held it in 1 quarter. The position peaked at $139K in Q3 2021. 17 funds tracked by Wall St. Rank hold BSBK as of Q4 2021.

  • Williams Jones Wealth Management reported no remaining Bogota Financial position as of Q4 2021 after selling out during the quarter.
  • Williams Jones Wealth Management sold 13,472 Bogota Financial shares in Q4 2021, an estimated $139K.
  • Williams Jones Wealth Management first reported a position in Bogota Financial in Q3 2021 and held it in 1 quarter.
  • Williams Jones Wealth Management's Bogota Financial position peaked at $139K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Bogota Financial as of Q4 2021.

Based on Williams Jones Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.