Janney Montgomery Scott
STEM icon

Janney Montgomery Scott’s Stem STEM Stock Holding History

Janney Montgomery Scott’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-742
Closed -$58K – 2824
2023
Q4 		$58K Sell
742
-309
-29% -$21.3K ﹤0.01% 2579
2023
Q3 		$89K Buy
1,051
+370
+54% +$42.3K ﹤0.01% 2488
2023
Q2 		$78K Sell
681
-26
-4% -$2.58K ﹤0.01% 2575
2023
Q1 		$80K Buy
707
+205
+41% +$34.7K ﹤0.01% 2390
2022
Q4 		$90K Sell
502
-7
-1% -$1.68K ﹤0.01% 2482
2022
Q3 		$136K Buy
509
+9
+2% +$2.3K ﹤0.01% 2363
2022
Q2 		$76K Buy
+500
New +$83.1K ﹤0.01% 2264

Other funds holding STEM

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Janney Montgomery Scott sold out of Stem (STEM) in Q1 2024, closing a stake of 742 shares — an estimated $58K sold.

Janney Montgomery Scott first reported a position in STEM in Q2 2022 and held it in 7 quarters. The position peaked at $136K in Q3 2022. 210 funds tracked by Wall St. Rank hold STEM as of Q1 2024.

  • Janney Montgomery Scott reported no remaining Stem position as of Q1 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 742 Stem shares in Q1 2024, an estimated $58K.
  • Janney Montgomery Scott first reported a position in Stem in Q2 2022 and held it in 7 quarters.
  • Janney Montgomery Scott's Stem position peaked at $136K in Q3 2022.
  • 210 funds tracked by Wall St. Rank held Stem as of Q1 2024.

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