Janney Montgomery Scott
STGW icon

Janney Montgomery Scott’s Stagwell STGW Stock Holding History

Janney Montgomery Scott’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107K Sell
17,077
-60,000
-78% -$335K ﹤0.01% 2698
2025
Q4 		$377K Buy
+77,077
New +$401K ﹤0.01% 2397
2025
Q3 		– Sell
-202,563
Closed -$912K – 2976
2025
Q2 		$912K Buy
+202,563
New +$1.02M ﹤0.01% 1640
2024
Q4 		– Sell
-48,464
Closed -$340K – 2837
2024
Q3 		$340K Buy
+48,464
New +$332K ﹤0.01% 2219
2024
Q2 		– Sell
-104,913
Closed -$653K – 2803
2024
Q1 		$653K Sell
104,913
-169,703
-62% -$1.06M ﹤0.01% 1779
2023
Q4 		$1.82M Sell
274,616
-54,733
-17% -$273K 0.01% 1144
2023
Q3 		$1.54M Buy
329,349
+26,535
+9% +$157K 0.01% 1127
2023
Q2 		$2.18M Sell
302,814
-63,568
-17% -$420K 0.01% 1034
2023
Q1 		$2.72M Buy
366,382
+192,515
+111% +$1.35M 0.01% 858
2022
Q4 		$1.08M Sell
173,867
-24,918
-13% -$180K ﹤0.01% 1328
2022
Q3 		$1.38M Buy
198,785
+157,785
+385% +$1.02M 0.01% 1158
2022
Q2 		$241K Buy
+41,000
New +$290K ﹤0.01% 2040
2019
Q2 		– Sell
-19,300
Closed -$43K – 2098
2019
Q1 		$43K Sell
19,300
-155,938
-89% -$427K ﹤0.01% 1976
2018
Q4 		$457K Buy
+175,238
New +$499K ﹤0.01% 1347

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $229M AUM 11.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return