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Financial Gravity Asset Management’s Scansource SCSC Stock Holding History

Financial Gravity Asset Management’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-9
Closed -$185 – 729
2020
Q1 		$185 Buy
9
+2
+29% +$58 ﹤0.01% 756
2019
Q4 		$37K Buy
+7
New +$238 0.03% 785

Other funds holding SCSC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Asset Management's SCSC Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of Scansource (SCSC) in Q2 2020, closing a stake of 9 shares — an estimated $185 sold.

Financial Gravity Asset Management first reported a position in SCSC in Q4 2019 and held it in 2 quarters. The position peaked at $37K in Q4 2019. 138 funds tracked by Wall St. Rank hold SCSC as of Q2 2020.

  • Financial Gravity Asset Management reported no remaining Scansource position as of Q2 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 9 Scansource shares in Q2 2020, an estimated $185.
  • Financial Gravity Asset Management first reported a position in Scansource in Q4 2019 and held it in 2 quarters.
  • Financial Gravity Asset Management's Scansource position peaked at $37K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held Scansource as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.