Janney Montgomery Scott
SHFS icon

Janney Montgomery Scott’s SHF Holdings SHFS Stock Holding History

Janney Montgomery Scott’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-104
Closed -$36K – 2815
2023
Q4 		$36K Hold
104
– – ﹤0.01% 2596
2023
Q3 		$20K Hold
104
– – ﹤0.01% 2535
2023
Q2 		$13K Buy
+104
New +$12.7K ﹤0.01% 2621

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ingalls & Snyder LLC
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Janney Montgomery Scott's SHFS Position: Q1 2024 in Review

Janney Montgomery Scott sold out of SHF Holdings (SHFS) in Q1 2024, closing a stake of 104 shares — an estimated $36K sold.

Janney Montgomery Scott first reported a position in SHFS in Q2 2023 and held it in 3 quarters. The position peaked at $36K in Q4 2023. 19 funds tracked by Wall St. Rank hold SHFS as of Q1 2024.

  • Janney Montgomery Scott reported no remaining SHF Holdings position as of Q1 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 104 SHF Holdings shares in Q1 2024, an estimated $36K.
  • Janney Montgomery Scott first reported a position in SHF Holdings in Q2 2023 and held it in 3 quarters.
  • Janney Montgomery Scott's SHF Holdings position peaked at $36K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held SHF Holdings as of Q1 2024.

Based on Janney Montgomery Scott's 13F filing for Q1 2024, filed 1 May 2024.