JPWM
HGBL icon

Jamison Private Wealth Management’s Heritage Global HGBL Stock Holding History

Jamison Private Wealth Management’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,000
Closed – – 199
2024
Q4 		$0 Hold
16,000
– – ﹤0.01% 312
2024
Q3 		$0 Hold
16,000
– – ﹤0.01% 470
2024
Q2 		$0 Hold
16,000
– – ﹤0.01% 474
2024
Q1 		$0 Buy
+16,000
New +$45.5K ﹤0.01% 495

Other funds holding HGBL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
MCP
Militia Capital Partners Las Vegas, Nevada $263M AUM 65.94% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

Jamison Private Wealth Management's HGBL Position: Q1 2025 in Review

Jamison Private Wealth Management sold out of Heritage Global (HGBL) in Q1 2025, closing a stake of 16,000 shares.

Jamison Private Wealth Management first reported a position in HGBL in Q1 2024 and held it in 4 quarters. The position peaked at $0 in Q4 2024. 42 funds tracked by Wall St. Rank hold HGBL as of Q1 2025.

  • Jamison Private Wealth Management reported no remaining Heritage Global position as of Q1 2025 after selling out during the quarter.
  • Jamison Private Wealth Management sold 16,000 Heritage Global shares in Q1 2025.
  • Jamison Private Wealth Management first reported a position in Heritage Global in Q1 2024 and held it in 4 quarters.
  • Jamison Private Wealth Management's Heritage Global position peaked at $0 in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Heritage Global as of Q1 2025.

Based on Jamison Private Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.