JPWM
MGRM

Jamison Private Wealth Management’s Monogram Orthopaedics MGRM Stock Holding History

Jamison Private Wealth Management’s Portfolio MGRM Stock Details MGRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,596
Closed -$4.23K – 360
2024
Q3 		$4.23K Buy
1,596
+200
+14% +$521 ﹤0.01% 390
2024
Q2 		$3K Hold
1,396
– – ﹤0.01% 375
2024
Q1 		$3.41K Hold
1,396
– – ﹤0.01% 379
2023
Q4 		$4.8K Buy
+1,396
New +$4.21K ﹤0.01% 343

Other funds holding MGRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FFO
Fiduciary Family Office Boca Raton, Florida $400M AUM 34.3% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Monogram Orthopaedics (MGRM) in Q4 2024, closing a stake of 1,596 shares — an estimated $4.23K sold.

Jamison Private Wealth Management first reported a position in MGRM in Q4 2023 and held it in 4 quarters. The position peaked at $4.8K in Q4 2023. 47 funds tracked by Wall St. Rank hold MGRM as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Monogram Orthopaedics position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,596 Monogram Orthopaedics shares in Q4 2024, an estimated $4.23K.
  • Jamison Private Wealth Management first reported a position in Monogram Orthopaedics in Q4 2023 and held it in 4 quarters.
  • Jamison Private Wealth Management's Monogram Orthopaedics position peaked at $4.8K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Monogram Orthopaedics as of Q4 2024.

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