JPWM
AIOT

Jamison Private Wealth Management’s PowerFleet Inc AIOT Stock Holding History

Jamison Private Wealth Management’s Portfolio AIOT Stock Details AIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,000
Closed – – 498
2024
Q3 		$0 Hold
5,000
– – ﹤0.01% 505
2024
Q2 		$0 Hold
5,000
– – ﹤0.01% 540
2024
Q1 		$0 Buy
+5,000
New +$16.9K ﹤0.01% 528

Other funds holding AIOT

DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return
3C
325 Capital New York $419M AUM 75.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Jamison Private Wealth Management's AIOT Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of PowerFleet Inc (AIOT) in Q4 2024, closing a stake of 5,000 shares.

Jamison Private Wealth Management first reported a position in AIOT in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 158 funds tracked by Wall St. Rank hold AIOT as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining PowerFleet Inc position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5,000 PowerFleet Inc shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in PowerFleet Inc in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's PowerFleet Inc position peaked at $0 in Q3 2024.
  • 158 funds tracked by Wall St. Rank held PowerFleet Inc as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.