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Jamison Private Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Jamison Private Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10
Closed -$161 – 496
2024
Q3 		$161 Hold
10
– – ﹤0.01% 446
2024
Q2 		$328 Hold
10
– – ﹤0.01% 411
2024
Q1 		$620 Hold
10
– – ﹤0.01% 448
2023
Q4 		$175 Hold
10
– – ﹤0.01% 393
2023
Q3 		$165 Buy
+10
New +$156 ﹤0.01% 389

Other funds holding DJT

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Trump Media & Technology Group (DJT) in Q4 2024, closing a stake of 10 shares — an estimated $161 sold.

Jamison Private Wealth Management first reported a position in DJT in Q3 2023 and held it in 5 quarters. The position peaked at $620 in Q1 2024. 323 funds tracked by Wall St. Rank hold DJT as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Trump Media & Technology Group position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 10 Trump Media & Technology Group shares in Q4 2024, an estimated $161.
  • Jamison Private Wealth Management first reported a position in Trump Media & Technology Group in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Trump Media & Technology Group position peaked at $620 in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2024.

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