Jamison Private Wealth Management’s Flanigan's Enterprises BDL Stock Holding History

Jamison Private Wealth Management’s Portfolio BDL Stock Details BDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-120	Closed	-$3.16K	–	226
2024 Q3	$3.16K	Hold	120	–	–	﹤0.01%	403
2024 Q2	$3.21K	Hold	120	–	–	﹤0.01%	373
2024 Q1	$3.06K	Hold	120	–	–	﹤0.01%	383
2023 Q4	$3.08K	Hold	120	–	–	﹤0.01%	358
2023 Q3	$3.95K	Buy	+120	New	+$3.73K	﹤0.01%	340

Other funds holding BDL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

CCG

Ceeto Capital Group Coral Gables, Florida $326M AUM 24.81% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Flanigan's Enterprises (BDL) in Q4 2024, closing a stake of 120 shares — an estimated $3.16K sold.

Jamison Private Wealth Management first reported a position in BDL in Q3 2023 and held it in 5 quarters. The position peaked at $3.95K in Q3 2023. 12 funds tracked by Wall St. Rank hold BDL as of Q4 2024.

Jamison Private Wealth Management reported no remaining Flanigan's Enterprises position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 120 Flanigan's Enterprises shares in Q4 2024, an estimated $3.16K.
Jamison Private Wealth Management first reported a position in Flanigan's Enterprises in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Flanigan's Enterprises position peaked at $3.95K in Q3 2023.
12 funds tracked by Wall St. Rank held Flanigan's Enterprises as of Q4 2024.

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