Janney Montgomery Scott
CISO

Janney Montgomery Scott’s CISO Global CISO Stock Holding History

Janney Montgomery Scott’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,415
Closed -$13K – 2736
2023
Q4 		$13K Hold
8,415
– – ﹤0.01% 2610
2023
Q3 		$18K Hold
8,415
– – ﹤0.01% 2537
2023
Q2 		$22K Buy
+8,415
New +$28K ﹤0.01% 2613

Other funds holding CISO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott's CISO Position: Q1 2024 in Review

Janney Montgomery Scott sold out of CISO Global (CISO) in Q1 2024, closing a stake of 8,415 shares — an estimated $13K sold.

Janney Montgomery Scott first reported a position in CISO in Q2 2023 and held it in 3 quarters. The position peaked at $22K in Q2 2023. 16 funds tracked by Wall St. Rank hold CISO as of Q1 2024.

  • Janney Montgomery Scott reported no remaining CISO Global position as of Q1 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 8,415 CISO Global shares in Q1 2024, an estimated $13K.
  • Janney Montgomery Scott first reported a position in CISO Global in Q2 2023 and held it in 3 quarters.
  • Janney Montgomery Scott's CISO Global position peaked at $22K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held CISO Global as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.