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Sowell Financial Services’s Applied Optoelectronics AAOI Stock Holding History

Sowell Financial Services’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed – – 519
2021
Q1 		$0 Hold
50
– – ﹤0.01% 3081
2020
Q4 		$0 Hold
50
– – ﹤0.01% 2674
2020
Q3 		$1K Hold
50
– – ﹤0.01% 2309
2020
Q2 		$1K Hold
50
– – ﹤0.01% 2234
2020
Q1 		$0 Buy
+50
New +$528 ﹤0.01% 2393

Other funds holding AAOI

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Sowell Financial Services's AAOI Position: Q2 2021 in Review

Sowell Financial Services sold out of Applied Optoelectronics (AAOI) in Q2 2021, closing a stake of 50 shares.

Sowell Financial Services first reported a position in AAOI in Q1 2020 and held it in 5 quarters. The position peaked at $1K in Q3 2020. 108 funds tracked by Wall St. Rank hold AAOI as of Q2 2021.

  • Sowell Financial Services reported no remaining Applied Optoelectronics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 50 Applied Optoelectronics shares in Q2 2021.
  • Sowell Financial Services first reported a position in Applied Optoelectronics in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Applied Optoelectronics position peaked at $1K in Q3 2020.
  • 108 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.