Janney Montgomery Scott’s Alico ALCO Stock Holding History

Janney Montgomery Scott’s Portfolio ALCO Stock Details ALCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,664	Closed	-$221K	–	2555
2023 Q2	$221K	Buy	+8,664	New	+$211K	﹤0.01%	2407

Other funds holding ALCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janney Montgomery Scott's ALCO Position: Q3 2023 in Review

Janney Montgomery Scott sold out of Alico (ALCO) in Q3 2023, closing a stake of 8,664 shares — an estimated $221K sold.

Janney Montgomery Scott first reported a position in ALCO in Q2 2023 and held it in 1 quarter. The position peaked at $221K in Q2 2023. 68 funds tracked by Wall St. Rank hold ALCO as of Q3 2023.

Janney Montgomery Scott reported no remaining Alico position as of Q3 2023 after selling out during the quarter.
Janney Montgomery Scott sold 8,664 Alico shares in Q3 2023, an estimated $221K.
Janney Montgomery Scott first reported a position in Alico in Q2 2023 and held it in 1 quarter.
Janney Montgomery Scott's Alico position peaked at $221K in Q2 2023.
68 funds tracked by Wall St. Rank held Alico as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.