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Jamison Private Wealth Management’s Research Solutions RSSS Stock Holding History

Jamison Private Wealth Management’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,000
Closed – – 205
2024
Q4 		$0 Hold
12,000
– – ﹤0.01% 412
2024
Q3 		$0 Hold
12,000
– – ﹤0.01% 495
2024
Q2 		$0 Hold
12,000
– – ﹤0.01% 519
2024
Q1 		$0 Buy
+12,000
New +$34.5K ﹤0.01% 520

Other funds holding RSSS

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Jamison Private Wealth Management's RSSS Position: Q1 2025 in Review

Jamison Private Wealth Management sold out of Research Solutions (RSSS) in Q1 2025, closing a stake of 12,000 shares.

Jamison Private Wealth Management first reported a position in RSSS in Q1 2024 and held it in 4 quarters. The position peaked at $0 in Q4 2024. 46 funds tracked by Wall St. Rank hold RSSS as of Q1 2025.

  • Jamison Private Wealth Management reported no remaining Research Solutions position as of Q1 2025 after selling out during the quarter.
  • Jamison Private Wealth Management sold 12,000 Research Solutions shares in Q1 2025.
  • Jamison Private Wealth Management first reported a position in Research Solutions in Q1 2024 and held it in 4 quarters.
  • Jamison Private Wealth Management's Research Solutions position peaked at $0 in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Research Solutions as of Q1 2025.

Based on Jamison Private Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.