Sowell Financial Services’s BlackBerry BB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,200	Closed	-$18K	–	726
2021 Q1	$18K	Buy	2,200 +40	+2%	+$449	﹤0.01%	2087
2020 Q4	$14K	Hold	2,160	–	–	﹤0.01%	1876
2020 Q3	$10K	Hold	2,160	–	–	﹤0.01%	1799
2020 Q2	$11K	Hold	2,160	–	–	﹤0.01%	1650
2020 Q1	$9K	Buy	2,160 +80	+4%	+$435	﹤0.01%	1621
2019 Q4	$13K	Sell	2,080 -80	-4%	-$439	﹤0.01%	1586
2019 Q3	$11K	Buy	+2,160	New	+$15.2K	﹤0.01%	1495
2017 Q1	–	Sell	-1,000	Closed	-$7K	–	279
2016 Q4	$7K	Buy	+1,000	New	+$7.43K	﹤0.01%	508

Other funds holding BB

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return