JPWM
REFI

Jamison Private Wealth Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Jamison Private Wealth Management’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed – – 403
2024
Q3 		$0 Hold
1,000
– – ﹤0.01% 493
2024
Q2 		$0 Hold
1,000
– – ﹤0.01% 514
2024
Q1 		$0 Buy
+1,000
New +$16K ﹤0.01% 518

Other funds holding REFI

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Vanguard Group
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ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Chicago Atlantic Real Estate Finance (REFI) in Q4 2024, closing a stake of 1,000 shares.

Jamison Private Wealth Management first reported a position in REFI in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 103 funds tracked by Wall St. Rank hold REFI as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Chicago Atlantic Real Estate Finance position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,000 Chicago Atlantic Real Estate Finance shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Chicago Atlantic Real Estate Finance in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Chicago Atlantic Real Estate Finance position peaked at $0 in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q4 2024.

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