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Jamison Private Wealth Management’s Legacy Housing LEGH Stock Holding History

Jamison Private Wealth Management’s Portfolio LEGH Stock Details LEGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,600
Closed – – 347
2024
Q3 		$0 Hold
1,600
– – ﹤0.01% 477
2024
Q2 		$0 Hold
1,600
– – ﹤0.01% 487
2024
Q1 		$0 Buy
+1,600
New +$38.4K ﹤0.01% 503

Other funds holding LEGH

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Legacy Housing (LEGH) in Q4 2024, closing a stake of 1,600 shares.

Jamison Private Wealth Management first reported a position in LEGH in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 106 funds tracked by Wall St. Rank hold LEGH as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Legacy Housing position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,600 Legacy Housing shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Legacy Housing in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Legacy Housing position peaked at $0 in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Legacy Housing as of Q4 2024.

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