JPWM
BRDG

Jamison Private Wealth Management’s Bridge Investment Group BRDG Stock Holding History

Jamison Private Wealth Management’s Portfolio BRDG Stock Details BRDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,146
Closed -$11.3K – 237
2024
Q3 		$11.3K Buy
1,146
+17
+2% +$139 ﹤0.01% 338
2024
Q2 		$8.37K Buy
1,129
+19
+2% +$136 ﹤0.01% 329
2024
Q1 		$7.61K Buy
1,110
+11
+1% +$92 ﹤0.01% 340
2023
Q4 		$10.7K Buy
1,099
+22
+2% +$178 ﹤0.01% 301
2023
Q3 		$9.91K Buy
+1,077
New +$11.9K ﹤0.01% 293

Other funds holding BRDG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DG
DigitalBridge Group Boca Raton, Florida $1.58B AUM 62.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Bridge Investment Group (BRDG) in Q4 2024, closing a stake of 1,146 shares — an estimated $11.3K sold.

Jamison Private Wealth Management first reported a position in BRDG in Q3 2023 and held it in 5 quarters. The position peaked at $11.3K in Q3 2024. 60 funds tracked by Wall St. Rank hold BRDG as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Bridge Investment Group position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,146 Bridge Investment Group shares in Q4 2024, an estimated $11.3K.
  • Jamison Private Wealth Management first reported a position in Bridge Investment Group in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Bridge Investment Group position peaked at $11.3K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Bridge Investment Group as of Q4 2024.

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