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Jamison Private Wealth Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Jamison Private Wealth Management’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$375 – 244
2024
Q3 		$375 Buy
+10
New +$356 ﹤0.01% 440

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

Jamison Private Wealth Management sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q4 2024, closing a stake of 10 shares — an estimated $375 sold.

Jamison Private Wealth Management first reported a position in CHAT in Q3 2024 and held it in 1 quarter. The position peaked at $375 in Q3 2024. 40 funds tracked by Wall St. Rank hold CHAT as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Roundhill Generative AI & Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 10 Roundhill Generative AI & Technology ETF shares in Q4 2024, an estimated $375.
  • Jamison Private Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q3 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Roundhill Generative AI & Technology ETF position peaked at $375 in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q4 2024.

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