Janney Montgomery Scott
MKTW icon

Janney Montgomery Scott’s MarketWise MKTW Stock Holding History

Janney Montgomery Scott’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,705
Closed -$215K – 2610
2022
Q3 		$215K Buy
+4,705
New +$277K ﹤0.01% 2237

Other funds holding MKTW

GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Praetorian Capital Management Coral Gables, Florida $137M AUM
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Janney Montgomery Scott's MKTW Position: Q4 2022 in Review

Janney Montgomery Scott sold out of MarketWise (MKTW) in Q4 2022, closing a stake of 4,705 shares — an estimated $215K sold.

Janney Montgomery Scott first reported a position in MKTW in Q3 2022 and held it in 1 quarter. The position peaked at $215K in Q3 2022. 54 funds tracked by Wall St. Rank hold MKTW as of Q4 2022.

  • Janney Montgomery Scott reported no remaining MarketWise position as of Q4 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 4,705 MarketWise shares in Q4 2022, an estimated $215K.
  • Janney Montgomery Scott first reported a position in MarketWise in Q3 2022 and held it in 1 quarter.
  • Janney Montgomery Scott's MarketWise position peaked at $215K in Q3 2022.
  • 54 funds tracked by Wall St. Rank held MarketWise as of Q4 2022.

Based on Janney Montgomery Scott's 13F filing for Q4 2022, filed 1 Feb 2023.