SFS
ALR

Sowell Financial Services’s AlerisLife Inc ALR Stock Holding History

Sowell Financial Services’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2
Closed – – 3372
2020
Q4 		$0 Hold
2
– – ﹤0.01% 2909
2020
Q3 		$0 Hold
2
– – ﹤0.01% 2773
2020
Q2 		$0 Sell
2
-40
-95% -$143 ﹤0.01% 2735
2020
Q1 		$0 Buy
+42
New +$177 ﹤0.01% 2774

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NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sowell Financial Services's ALR Position: Q1 2021 in Review

Sowell Financial Services sold out of AlerisLife Inc (ALR) in Q1 2021, closing a stake of 2 shares.

Sowell Financial Services first reported a position in ALR in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 109 funds tracked by Wall St. Rank hold ALR as of Q1 2021.

  • Sowell Financial Services reported no remaining AlerisLife Inc position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2 AlerisLife Inc shares in Q1 2021.
  • Sowell Financial Services first reported a position in AlerisLife Inc in Q1 2020 and held it in 4 quarters.
  • Sowell Financial Services's AlerisLife Inc position peaked at $0 in Q4 2020.
  • 109 funds tracked by Wall St. Rank held AlerisLife Inc as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.