JPWM
INCR

Jamison Private Wealth Management’s Intercure INCR Stock Holding History

Jamison Private Wealth Management’s Portfolio INCR Stock Details INCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-201
Closed -$260 – 500
2023
Q4 		$260 Hold
201
– – ﹤0.01% 390
2023
Q3 		$316 Buy
+201
New +$321 ﹤0.01% 385

Other funds holding INCR

II
Ibex Investors Denver, Colorado $152M AUM 19.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jamison Private Wealth Management's INCR Position: Q1 2024 in Review

Jamison Private Wealth Management sold out of Intercure (INCR) in Q1 2024, closing a stake of 201 shares — an estimated $260 sold.

Jamison Private Wealth Management first reported a position in INCR in Q3 2023 and held it in 2 quarters. The position peaked at $316 in Q3 2023. 17 funds tracked by Wall St. Rank hold INCR as of Q1 2024.

  • Jamison Private Wealth Management reported no remaining Intercure position as of Q1 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 201 Intercure shares in Q1 2024, an estimated $260.
  • Jamison Private Wealth Management first reported a position in Intercure in Q3 2023 and held it in 2 quarters.
  • Jamison Private Wealth Management's Intercure position peaked at $316 in Q3 2023.
  • 17 funds tracked by Wall St. Rank held Intercure as of Q1 2024.

Based on Jamison Private Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.