Sowell Financial Services’s GraniteShares Gold Shares BAR Stock Holding History

Sowell Financial Services’s Portfolio BAR Stock Details BAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,703	Closed	-$31K	–	724
2021 Q1	$31K	Buy	1,703 +913	+116%	+$16.3K	﹤0.01%	1852
2020 Q4	$15K	Hold	790	–	–	﹤0.01%	1850
2020 Q3	$15K	Hold	790	–	–	﹤0.01%	1666
2020 Q2	$14K	Hold	790	–	–	﹤0.01%	1565
2020 Q1	$12K	Hold	790	–	–	﹤0.01%	1548
2019 Q4	$12K	Hold	790	–	–	﹤0.01%	1613
2019 Q3	$12K	Buy	+790	New	+$11.6K	﹤0.01%	1460

Other funds holding BAR

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Sowell Financial Services sold out of GraniteShares Gold Shares (BAR) in Q2 2021, closing a stake of 1,703 shares — an estimated $31K sold.

Sowell Financial Services first reported a position in BAR in Q3 2019 and held it in 7 quarters. The position peaked at $31K in Q1 2021. 96 funds tracked by Wall St. Rank hold BAR as of Q2 2021.

Sowell Financial Services reported no remaining GraniteShares Gold Shares position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,703 GraniteShares Gold Shares shares in Q2 2021, an estimated $31K.
Sowell Financial Services first reported a position in GraniteShares Gold Shares in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's GraniteShares Gold Shares position peaked at $31K in Q1 2021.
96 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2021.

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