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Jamison Private Wealth Management’s Ezcorp Inc EZPW Stock Holding History

Jamison Private Wealth Management’s Portfolio EZPW Stock Details EZPW 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 – – 293
2024
Q3 		$0 Hold
2,000
– – ﹤0.01% 465
2024
Q2 		$0 Hold
2,000
– – ﹤0.01% 465
2024
Q1 		$0 Buy
+2,000
New +$19.7K ﹤0.01% 490

Other funds holding EZPW

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Ezcorp Inc (EZPW) in Q4 2024, closing a stake of 2,000 shares.

Jamison Private Wealth Management first reported a position in EZPW in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 201 funds tracked by Wall St. Rank hold EZPW as of Q4 2024.

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

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