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Patriot Financial Group Insurance Agency’s Scansource SCSC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q1 		– Sell
-200
Closed -$7K – 2221
2021
Q4 		$7K Buy
+200
New +$7.05K ﹤0.01% 1624

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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SCSC Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Scansource (SCSC) in Q1 2022, closing a stake of 200 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in SCSC in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 150 funds tracked by Wall St. Rank hold SCSC as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Scansource position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Scansource shares in Q1 2022, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in Scansource in Q4 2021 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Scansource position peaked at $7K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Scansource as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.