Jamison Private Wealth Management’s Information Services Group III Stock Holding History

Jamison Private Wealth Management’s Portfolio III Stock Details III Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,000	Closed	–	–	323
2024 Q3	$0	Hold	5,000	–	–	﹤0.01%	473
2024 Q2	$0	Hold	5,000	–	–	﹤0.01%	481
2024 Q1	$0	Buy	+5,000	New	+$21.7K	﹤0.01%	498

Other funds holding III

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Information Services Group (III) in Q4 2024, closing a stake of 5,000 shares.

Jamison Private Wealth Management first reported a position in III in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 99 funds tracked by Wall St. Rank hold III as of Q4 2024.

Jamison Private Wealth Management reported no remaining Information Services Group position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 5,000 Information Services Group shares in Q4 2024.
Jamison Private Wealth Management first reported a position in Information Services Group in Q1 2024 and held it in 3 quarters.
Jamison Private Wealth Management's Information Services Group position peaked at $0 in Q3 2024.
99 funds tracked by Wall St. Rank held Information Services Group as of Q4 2024.

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