Janney Montgomery Scott
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Janney Montgomery Scott’s NewtekOne NEWT Stock Holding History

Janney Montgomery Scott’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,805
Closed -$262K – 2792
2024
Q2 		$262K Buy
+20,805
New +$256K ﹤0.01% 2291

Other funds holding NEWT

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janney Montgomery Scott's NEWT Position: Q3 2024 in Review

Janney Montgomery Scott sold out of NewtekOne (NEWT) in Q3 2024, closing a stake of 20,805 shares — an estimated $262K sold.

Janney Montgomery Scott first reported a position in NEWT in Q2 2024 and held it in 1 quarter. The position peaked at $262K in Q2 2024. 103 funds tracked by Wall St. Rank hold NEWT as of Q3 2024.

  • Janney Montgomery Scott reported no remaining NewtekOne position as of Q3 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 20,805 NewtekOne shares in Q3 2024, an estimated $262K.
  • Janney Montgomery Scott first reported a position in NewtekOne in Q2 2024 and held it in 1 quarter.
  • Janney Montgomery Scott's NewtekOne position peaked at $262K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held NewtekOne as of Q3 2024.

Based on Janney Montgomery Scott's 13F filing for Q3 2024, filed 29 Oct 2024.