Janney Montgomery Scott
SWIM icon

Janney Montgomery Scott’s Latham Group SWIM Stock Holding History

Janney Montgomery Scott’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-36,992
Closed -$104K – 2751
2023
Q3 		$104K Buy
+36,992
New +$134K ﹤0.01% 2473
2023
Q2 		– Sell
-84,701
Closed -$242K – 2734
2023
Q1 		$242K Buy
84,701
+4,907
+6% +$17.2K ﹤0.01% 2177
2022
Q4 		$257K Sell
79,794
-30,448
-28% -$110K ﹤0.01% 2226
2022
Q3 		$396K Buy
+110,242
New +$629K ﹤0.01% 1843

Other funds holding SWIM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return