JPWM
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Jamison Private Wealth Management’s Plug Power PLUG Stock Holding History

Jamison Private Wealth Management’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-418
Closed -$1.88K – 513
2023
Q4 		$1.88K Hold
418
– – ﹤0.01% 370
2023
Q3 		$3.18K Buy
+418
New +$4.08K ﹤0.01% 352

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Plug Power (PLUG) in Q1 2024, closing a stake of 418 shares — an estimated $1.88K sold.

Jamison Private Wealth Management first reported a position in PLUG in Q3 2023 and held it in 2 quarters. The position peaked at $3.18K in Q3 2023. 472 funds tracked by Wall St. Rank hold PLUG as of Q1 2024.

  • Jamison Private Wealth Management reported no remaining Plug Power position as of Q1 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 418 Plug Power shares in Q1 2024, an estimated $1.88K.
  • Jamison Private Wealth Management first reported a position in Plug Power in Q3 2023 and held it in 2 quarters.
  • Jamison Private Wealth Management's Plug Power position peaked at $3.18K in Q3 2023.
  • 472 funds tracked by Wall St. Rank held Plug Power as of Q1 2024.

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