SFS
ADPT icon

Sowell Financial Services’s Adaptive Biotechnologies ADPT Stock Holding History

Sowell Financial Services’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-822
Closed -$30K – 548
2021
Q1 		$30K Buy
822
+477
+138% +$25.8K ﹤0.01% 1861
2020
Q4 		$20K Sell
345
-1,899
-85% -$97.9K ﹤0.01% 1732
2020
Q3 		$109K Sell
2,244
-1,174
-34% -$49.3K 0.01% 945
2020
Q2 		$165K Buy
3,418
+3,073
+891% +$112K 0.01% 790
2020
Q1 		$10K Buy
+345
New +$9.62K ﹤0.01% 1600

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return