Janney Montgomery Scott
SBDS

Janney Montgomery Scott’s Solo Brands Inc SBDS Stock Holding History

Janney Montgomery Scott’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,896
Closed -$251K – 2860
2024
Q1 		$251K Buy
2,896
+268
+10% +$30.8K ﹤0.01% 2444
2023
Q4 		$648K Buy
2,628
+841
+47% +$164K ﹤0.01% 1714
2023
Q3 		$365K Buy
+1,787
New +$390K ﹤0.01% 2004

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Janney Montgomery Scott's SBDS Position: Q2 2024 in Review

Janney Montgomery Scott sold out of Solo Brands Inc (SBDS) in Q2 2024, closing a stake of 2,896 shares — an estimated $251K sold.

Janney Montgomery Scott first reported a position in SBDS in Q3 2023 and held it in 3 quarters. The position peaked at $648K in Q4 2023. 90 funds tracked by Wall St. Rank hold SBDS as of Q2 2024.

  • Janney Montgomery Scott reported no remaining Solo Brands Inc position as of Q2 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 2,896 Solo Brands Inc shares in Q2 2024, an estimated $251K.
  • Janney Montgomery Scott first reported a position in Solo Brands Inc in Q3 2023 and held it in 3 quarters.
  • Janney Montgomery Scott's Solo Brands Inc position peaked at $648K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2024.

Based on Janney Montgomery Scott's 13F filing for Q2 2024, filed 25 Jul 2024.