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Jamison Private Wealth Management’s Eaton ETN Stock Holding History

Jamison Private Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-226
Closed -$74.9K – 287
2024
Q3 		$74.9K Sell
226
-6
-3% -$1.83K 0.01% 236
2024
Q2 		$72.7K Buy
+232
New +$74.9K 0.01% 233

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Eaton (ETN) in Q4 2024, closing a stake of 226 shares — an estimated $74.9K sold.

Jamison Private Wealth Management first reported a position in ETN in Q2 2024 and held it in 2 quarters. The position peaked at $74.9K in Q3 2024. 2,279 funds tracked by Wall St. Rank hold ETN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Eaton position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 226 Eaton shares in Q4 2024, an estimated $74.9K.
  • Jamison Private Wealth Management first reported a position in Eaton in Q2 2024 and held it in 2 quarters.
  • Jamison Private Wealth Management's Eaton position peaked at $74.9K in Q3 2024.
  • 2,279 funds tracked by Wall St. Rank held Eaton as of Q4 2024.

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