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Jamison Private Wealth Management’s Kenvue KVUE Stock Holding History

Jamison Private Wealth Management’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-282
Closed -$6.52K – 342
2024
Q3 		$6.52K Hold
282
– – ﹤0.01% 368
2024
Q2 		$5.13K Hold
282
– – ﹤0.01% 350
2024
Q1 		$6.05K Hold
282
– – ﹤0.01% 349
2023
Q4 		$6.07K Buy
+282
New +$5.64K ﹤0.01% 330

Other funds holding KVUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Kenvue (KVUE) in Q4 2024, closing a stake of 282 shares — an estimated $6.52K sold.

Jamison Private Wealth Management first reported a position in KVUE in Q4 2023 and held it in 4 quarters. The position peaked at $6.52K in Q3 2024. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Kenvue position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 282 Kenvue shares in Q4 2024, an estimated $6.52K.
  • Jamison Private Wealth Management first reported a position in Kenvue in Q4 2023 and held it in 4 quarters.
  • Jamison Private Wealth Management's Kenvue position peaked at $6.52K in Q3 2024.
  • 1,011 funds tracked by Wall St. Rank held Kenvue as of Q4 2024.

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