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Sowell Financial Services’s Astronics ATRO Stock Holding History

Sowell Financial Services’s Portfolio ATRO Stock Details ATRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-60
Closed – – 2690
2020
Q3 		$0 Hold
60
– – ﹤0.01% 2515
2020
Q2 		$1K Hold
60
– – ﹤0.01% 2245
2020
Q1 		$0 Hold
60
– – ﹤0.01% 2416
2019
Q4 		$1K Hold
60
– – ﹤0.01% 2292
2019
Q3 		$1K Buy
+60
New +$1.61K ﹤0.01% 2190

Other funds holding ATRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Sowell Financial Services's ATRO Position: Q4 2020 in Review

Sowell Financial Services sold out of Astronics (ATRO) in Q4 2020, closing a stake of 60 shares.

Sowell Financial Services first reported a position in ATRO in Q3 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 111 funds tracked by Wall St. Rank hold ATRO as of Q4 2020.

  • Sowell Financial Services reported no remaining Astronics position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 60 Astronics shares in Q4 2020.
  • Sowell Financial Services first reported a position in Astronics in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Astronics position peaked at $1K in Q2 2020.
  • 111 funds tracked by Wall St. Rank held Astronics as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.