JPWM
BELFB

Jamison Private Wealth Management’s Bel Fuse Inc Class B BELFB Stock Holding History

Jamison Private Wealth Management’s Portfolio BELFB Stock Details BELFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,000
Closed – – 228
2024
Q3 		$0 Hold
2,000
– – ﹤0.01% 455
2024
Q2 		$0 Hold
2,000
– – ﹤0.01% 434
2024
Q1 		$0 Buy
+2,000
New +$124K ﹤0.01% 477

Other funds holding BELFB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Bel Fuse Inc Class B (BELFB) in Q4 2024, closing a stake of 2,000 shares.

Jamison Private Wealth Management first reported a position in BELFB in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 168 funds tracked by Wall St. Rank hold BELFB as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Bel Fuse Inc Class B position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,000 Bel Fuse Inc Class B shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Bel Fuse Inc Class B in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Bel Fuse Inc Class B position peaked at $0 in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Bel Fuse Inc Class B as of Q4 2024.

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