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Jamison Private Wealth Management’s Super Micro Computer SMCI Stock Holding History

Jamison Private Wealth Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,220
Closed -$50.8K – 426
2024
Q3 		$50.8K Buy
1,220
+170
+16% +$10.3K 0.01% 251
2024
Q2 		$86K Hold
1,050
– – 0.01% 223
2024
Q1 		$106K Buy
1,050
+710
+209% +$52K 0.02% 213
2023
Q4 		$9.66K Buy
+340
New +$9.42K ﹤0.01% 308

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 1,220 shares — an estimated $50.8K sold.

Jamison Private Wealth Management first reported a position in SMCI in Q4 2023 and held it in 4 quarters. The position peaked at $106K in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,220 Super Micro Computer shares in Q4 2024, an estimated $50.8K.
  • Jamison Private Wealth Management first reported a position in Super Micro Computer in Q4 2023 and held it in 4 quarters.
  • Jamison Private Wealth Management's Super Micro Computer position peaked at $106K in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

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