WJWM
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Williams Jones Wealth Management’s Post Holdings POST Stock Holding History

Williams Jones Wealth Management’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,740
Closed -$201K – 531
2024
Q3 		$201K Buy
+1,740
New +$195K ﹤0.01% 495

Other funds holding POST

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
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Williams Jones Wealth Management's POST Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Post Holdings (POST) in Q4 2024, closing a stake of 1,740 shares — an estimated $201K sold.

Williams Jones Wealth Management first reported a position in POST in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 413 funds tracked by Wall St. Rank hold POST as of Q4 2024.

  • Williams Jones Wealth Management reported no remaining Post Holdings position as of Q4 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,740 Post Holdings shares in Q4 2024, an estimated $201K.
  • Williams Jones Wealth Management first reported a position in Post Holdings in Q3 2024 and held it in 1 quarter.
  • Williams Jones Wealth Management's Post Holdings position peaked at $201K in Q3 2024.
  • 413 funds tracked by Wall St. Rank held Post Holdings as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.