Janney Montgomery Scott
LEV

Janney Montgomery Scott’s The Lion Electric Company LEV Stock Holding History

Janney Montgomery Scott’s Portfolio LEV Stock Details LEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,241
Closed -$16K – 2890
2024
Q3 		$16K Hold
24,241
– – ﹤0.01% 2637
2024
Q2 		$22K Sell
24,241
-100
-0.4% -$106 ﹤0.01% 2581
2024
Q1 		$35K Sell
24,341
-3,772
-13% -$6.1K ﹤0.01% 2690
2023
Q4 		$50K Sell
28,113
-22,485
-44% -$39.1K ﹤0.01% 2584
2023
Q3 		$97K Sell
50,598
-20,647
-29% -$44.9K ﹤0.01% 2478
2023
Q2 		$132K Sell
71,245
-28,595
-29% -$57.8K ﹤0.01% 2531
2023
Q1 		$186K Sell
99,840
-2,323
-2% -$5.25K ﹤0.01% 2299
2022
Q4 		$229K Buy
102,163
+15,953
+19% +$43.1K ﹤0.01% 2294
2022
Q3 		$247K Sell
86,210
-4,050
-4% -$17.3K ﹤0.01% 2146
2022
Q2 		$403K Buy
+90,260
New +$529K ﹤0.01% 1729
2022
Q1 		– Sell
-108,806
Closed -$1.08M – 2468
2021
Q4 		$1.08M Buy
+108,806
New +$1.23M ﹤0.01% 1280
2021
Q3 		– Sell
-39,088
Closed -$760K – 2388
2021
Q2 		$760K Buy
+39,088
New +$732K ﹤0.01% 1413

Other funds holding LEV

NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.82B AUM 24.96% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Janney Montgomery Scott's LEV Position: Q4 2024 in Review

Janney Montgomery Scott sold out of The Lion Electric Company (LEV) in Q4 2024, closing a stake of 24,241 shares — an estimated $16K sold.

Janney Montgomery Scott first reported a position in LEV in Q2 2021 and held it in 12 quarters. The position peaked at $1.08M in Q4 2021. 10 funds tracked by Wall St. Rank hold LEV as of Q4 2024.

  • Janney Montgomery Scott reported no remaining The Lion Electric Company position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 24,241 The Lion Electric Company shares in Q4 2024, an estimated $16K.
  • Janney Montgomery Scott first reported a position in The Lion Electric Company in Q2 2021 and held it in 12 quarters.
  • Janney Montgomery Scott's The Lion Electric Company position peaked at $1.08M in Q4 2021.
  • 10 funds tracked by Wall St. Rank held The Lion Electric Company as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.