Janney Montgomery Scott
III icon

Janney Montgomery Scott’s Information Services Group III Stock Holding History

Janney Montgomery Scott’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-76,984
Closed -$392K – 2678
2023
Q1 		$392K Buy
76,984
+11,599
+18% +$59.6K ﹤0.01% 1885
2022
Q4 		$301K Buy
+65,385
New +$330K ﹤0.01% 2126

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Janney Montgomery Scott's III Position: Q2 2023 in Review

Janney Montgomery Scott sold out of Information Services Group (III) in Q2 2023, closing a stake of 76,984 shares — an estimated $392K sold.

Janney Montgomery Scott first reported a position in III in Q4 2022 and held it in 2 quarters. The position peaked at $392K in Q1 2023. 98 funds tracked by Wall St. Rank hold III as of Q2 2023.

  • Janney Montgomery Scott reported no remaining Information Services Group position as of Q2 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 76,984 Information Services Group shares in Q2 2023, an estimated $392K.
  • Janney Montgomery Scott first reported a position in Information Services Group in Q4 2022 and held it in 2 quarters.
  • Janney Montgomery Scott's Information Services Group position peaked at $392K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Information Services Group as of Q2 2023.

Based on Janney Montgomery Scott's 13F filing for Q2 2023, filed 26 Jul 2023.