Janney Montgomery Scott
QUAD icon

Janney Montgomery Scott’s Quad QUAD Stock Holding History

Janney Montgomery Scott’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$628K Buy
95,072
+1,553
+2% +$10K ﹤0.01% 1910
2025
Q4 		$586K Sell
93,519
-1,376
-1% -$8.09K ﹤0.01% 2093
2025
Q3 		$594K Sell
94,895
-116
-0.1% -$715 ﹤0.01% 2038
2025
Q2 		$537K Buy
95,011
+210
+0.2% +$1.14K ﹤0.01% 1958
2025
Q1 		$517K Sell
94,801
-849
-0.9% -$5.39K ﹤0.01% 1960
2024
Q4 		$667K Sell
95,650
-692
-0.7% -$4.68K ﹤0.01% 1812
2024
Q3 		$437K Buy
96,342
+3,343
+4% +$16.5K ﹤0.01% 2063
2024
Q2 		$507K Buy
92,999
+3,134
+3% +$15.4K ﹤0.01% 1877
2024
Q1 		$477K Buy
89,865
+8,031
+10% +$43.4K ﹤0.01% 2033
2023
Q4 		$444K Buy
81,834
+11,970
+17% +$58.4K ﹤0.01% 1996
2023
Q3 		$351K Buy
+69,864
New +$366K ﹤0.01% 2038

Other funds holding QUAD

MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return