Janney Montgomery Scott
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Janney Montgomery Scott’s Financial Institutions FISI Stock Holding History

Janney Montgomery Scott’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-14,639
Closed -$449K – 2382
2021
Q3 		$449K Buy
+14,639
New +$443K ﹤0.01% 1721

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janney Montgomery Scott's FISI Position: Q4 2021 in Review

Janney Montgomery Scott sold out of Financial Institutions (FISI) in Q4 2021, closing a stake of 14,639 shares — an estimated $449K sold.

Janney Montgomery Scott first reported a position in FISI in Q3 2021 and held it in 1 quarter. The position peaked at $449K in Q3 2021. 127 funds tracked by Wall St. Rank hold FISI as of Q4 2021.

  • Janney Montgomery Scott reported no remaining Financial Institutions position as of Q4 2021 after selling out during the quarter.
  • Janney Montgomery Scott sold 14,639 Financial Institutions shares in Q4 2021, an estimated $449K.
  • Janney Montgomery Scott first reported a position in Financial Institutions in Q3 2021 and held it in 1 quarter.
  • Janney Montgomery Scott's Financial Institutions position peaked at $449K in Q3 2021.
  • 127 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2021.

Based on Janney Montgomery Scott's 13F filing for Q4 2021, filed 27 Jan 2022.