SFS
ASG

Sowell Financial Services’s Liberty All-Star Growth Fund ASG Stock Holding History

Sowell Financial Services’s Portfolio ASG Stock Details ASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,352
Closed -$12K – 666
2021
Q1 		$12K Hold
1,352
– – ﹤0.01% 2231
2020
Q4 		$11K Buy
+1,352
New +$10.7K ﹤0.01% 1963

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AAM
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CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Sowell Financial Services sold out of Liberty All-Star Growth Fund (ASG) in Q2 2021, closing a stake of 1,352 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in ASG in Q4 2020 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 52 funds tracked by Wall St. Rank hold ASG as of Q2 2021.

  • Sowell Financial Services reported no remaining Liberty All-Star Growth Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,352 Liberty All-Star Growth Fund shares in Q2 2021, an estimated $12K.
  • Sowell Financial Services first reported a position in Liberty All-Star Growth Fund in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Liberty All-Star Growth Fund position peaked at $12K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held Liberty All-Star Growth Fund as of Q2 2021.

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