Sowell Financial Services
ATOM icon

Sowell Financial Services’s Atomera ATOM Stock Holding History

Sowell Financial Services’s Portfolio ATOM Stock Details ATOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-930
Closed -$14K – 679
2021
Q1 		$14K Buy
+930
New +$27.2K ﹤0.01% 2181
2020
Q4 		– Sell
-2,200
Closed -$23K – 2689
2020
Q3 		$23K Buy
+2,200
New +$23.1K ﹤0.01% 1490

Other funds holding ATOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sowell Financial Services sold out of Atomera (ATOM) in Q2 2021, closing a stake of 930 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in ATOM in Q3 2020 and held it in 2 quarters. The position peaked at $23K in Q3 2020. 81 funds tracked by Wall St. Rank hold ATOM as of Q2 2021.

  • Sowell Financial Services reported no remaining Atomera position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 930 Atomera shares in Q2 2021, an estimated $14K.
  • Sowell Financial Services first reported a position in Atomera in Q3 2020 and held it in 2 quarters.
  • Sowell Financial Services's Atomera position peaked at $23K in Q3 2020.
  • 81 funds tracked by Wall St. Rank held Atomera as of Q2 2021.

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