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Sowell Financial Services’s Barrett Business Services BBSI Stock Holding History

Sowell Financial Services’s Portfolio BBSI Stock Details BBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,216
Closed -$23K – 731
2021
Q1 		$23K Buy
+1,216
New +$21.2K ﹤0.01% 1991
2020
Q3 		– Sell
-68
Closed -$1K – 2519
2020
Q2 		$1K Hold
68
– – ﹤0.01% 2248
2020
Q1 		$1K Hold
68
– – ﹤0.01% 2190
2019
Q4 		$2K Hold
68
– – ﹤0.01% 2160
2019
Q3 		$2K Buy
+68
New +$1.48K ﹤0.01% 2039

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sowell Financial Services sold out of Barrett Business Services (BBSI) in Q2 2021, closing a stake of 1,216 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in BBSI in Q3 2019 and held it in 5 quarters. The position peaked at $23K in Q1 2021. 105 funds tracked by Wall St. Rank hold BBSI as of Q2 2021.

  • Sowell Financial Services reported no remaining Barrett Business Services position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,216 Barrett Business Services shares in Q2 2021, an estimated $23K.
  • Sowell Financial Services first reported a position in Barrett Business Services in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Barrett Business Services position peaked at $23K in Q1 2021.
  • 105 funds tracked by Wall St. Rank held Barrett Business Services as of Q2 2021.

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