SFS
ALBT

Sowell Financial Services’s Avalon GloboCare ALBT Stock Holding History

Sowell Financial Services’s Portfolio ALBT Stock Details ALBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-18
Closed -$5K – 2503
2020
Q2 		$5K Buy
+18
New +$4.4K ﹤0.01% 1879

Other funds holding ALBT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sowell Financial Services's ALBT Position: Q3 2020 in Review

Sowell Financial Services sold out of Avalon GloboCare (ALBT) in Q3 2020, closing a stake of 18 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in ALBT in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 31 funds tracked by Wall St. Rank hold ALBT as of Q3 2020.

  • Sowell Financial Services reported no remaining Avalon GloboCare position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 18 Avalon GloboCare shares in Q3 2020, an estimated $5K.
  • Sowell Financial Services first reported a position in Avalon GloboCare in Q2 2020 and held it in 1 quarter.
  • Sowell Financial Services's Avalon GloboCare position peaked at $5K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held Avalon GloboCare as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.