SFS
AVYA

Sowell Financial Services’s Avaya Holdings Corp. Common Stock AVYA Stock Holding History

Sowell Financial Services’s Portfolio AVYA Stock Details AVYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-612
Closed -$12K – 3376
2020
Q4 		$12K Buy
+612
New +$11.4K ﹤0.01% 1958

Other funds holding AVYA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.05B AUM 111.55% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Sowell Financial Services sold out of Avaya Holdings Corp. Common Stock (AVYA) in Q1 2021, closing a stake of 612 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in AVYA in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 205 funds tracked by Wall St. Rank hold AVYA as of Q1 2021.

  • Sowell Financial Services reported no remaining Avaya Holdings Corp. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 612 Avaya Holdings Corp. Common Stock shares in Q1 2021, an estimated $12K.
  • Sowell Financial Services first reported a position in Avaya Holdings Corp. Common Stock in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's Avaya Holdings Corp. Common Stock position peaked at $12K in Q4 2020.
  • 205 funds tracked by Wall St. Rank held Avaya Holdings Corp. Common Stock as of Q1 2021.

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