JPWM
X

Jamison Private Wealth Management’s US Steel X Stock Holding History

Jamison Private Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-93
Closed -$3.28K – 488
2024
Q3 		$3.28K Hold
93
– – ﹤0.01% 401
2024
Q2 		$3.5K Buy
93
+1
+1% +$38 ﹤0.01% 369
2024
Q1 		$3.77K Hold
92
– – ﹤0.01% 374
2023
Q4 		$4.5K Hold
92
– – ﹤0.01% 345
2023
Q3 		$3K Buy
+92
New +$2.58K ﹤0.01% 354

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jamison Private Wealth Management sold out of US Steel (X) in Q4 2024, closing a stake of 93 shares — an estimated $3.28K sold.

Jamison Private Wealth Management first reported a position in X in Q3 2023 and held it in 5 quarters. The position peaked at $4.5K in Q4 2023. 503 funds tracked by Wall St. Rank hold X as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining US Steel position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 93 US Steel shares in Q4 2024, an estimated $3.28K.
  • Jamison Private Wealth Management first reported a position in US Steel in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's US Steel position peaked at $4.5K in Q4 2023.
  • 503 funds tracked by Wall St. Rank held US Steel as of Q4 2024.

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