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Sowell Financial Services’s APi Group APG Stock Holding History

Sowell Financial Services’s Portfolio APG Stock Details APG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-380
Closed -$5K – 632
2021
Q1 		$5K Hold
380
– – ﹤0.01% 2573
2020
Q4 		$5K Buy
+380
New +$4.02K ﹤0.01% 2252

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BlackRock
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Fidelity International
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Sowell Financial Services sold out of APi Group (APG) in Q2 2021, closing a stake of 380 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in APG in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 184 funds tracked by Wall St. Rank hold APG as of Q2 2021.

  • Sowell Financial Services reported no remaining APi Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 380 APi Group shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in APi Group in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's APi Group position peaked at $5K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held APi Group as of Q2 2021.

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