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Jamison Private Wealth Management’s Viking Holdings VIK Stock Holding History

Jamison Private Wealth Management’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-294
Closed -$10.3K – 497
2024
Q3 		$10.3K Buy
+294
New +$10.1K ﹤0.01% 339

Other funds holding VIK

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of Viking Holdings (VIK) in Q4 2024, closing a stake of 294 shares — an estimated $10.3K sold.

Jamison Private Wealth Management first reported a position in VIK in Q3 2024 and held it in 1 quarter. The position peaked at $10.3K in Q3 2024. 235 funds tracked by Wall St. Rank hold VIK as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Viking Holdings position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 294 Viking Holdings shares in Q4 2024, an estimated $10.3K.
  • Jamison Private Wealth Management first reported a position in Viking Holdings in Q3 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Viking Holdings position peaked at $10.3K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Viking Holdings as of Q4 2024.

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