SFS
BAND

Sowell Financial Services’s Bandwidth Inc BAND Stock Holding History

Sowell Financial Services’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-34
Closed -$4K – 721
2021
Q1 		$4K Sell
34
-88
-72% -$13.6K ﹤0.01% 2645
2020
Q4 		$19K Buy
122
+63
+107% +$10.4K ﹤0.01% 1761
2020
Q3 		$10K Buy
59
+29
+97% +$4.29K ﹤0.01% 1798
2020
Q2 		$4K Buy
+30
New +$3.03K ﹤0.01% 1940

Other funds holding BAND

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
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Sowell Financial Services sold out of Bandwidth Inc (BAND) in Q2 2021, closing a stake of 34 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in BAND in Q2 2020 and held it in 4 quarters. The position peaked at $19K in Q4 2020. 233 funds tracked by Wall St. Rank hold BAND as of Q2 2021.

  • Sowell Financial Services reported no remaining Bandwidth Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 34 Bandwidth Inc shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in Bandwidth Inc in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Bandwidth Inc position peaked at $19K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held Bandwidth Inc as of Q2 2021.

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