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Jamison Private Wealth Management’s Radiant Logistics RLGT Stock Holding History

Jamison Private Wealth Management’s Portfolio RLGT Stock Details RLGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,500
Closed – – 409
2024
Q3 		$0 Hold
6,500
– – ﹤0.01% 494
2024
Q2 		$0 Hold
6,500
– – ﹤0.01% 516
2024
Q1 		$0 Buy
+6,500
New +$38.6K ﹤0.01% 519

Other funds holding RLGT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Radiant Logistics (RLGT) in Q4 2024, closing a stake of 6,500 shares.

Jamison Private Wealth Management first reported a position in RLGT in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 113 funds tracked by Wall St. Rank hold RLGT as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Radiant Logistics position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 6,500 Radiant Logistics shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Radiant Logistics in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Radiant Logistics position peaked at $0 in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Radiant Logistics as of Q4 2024.

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