SFS
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Sowell Financial Services’s Bath & Body Works BBWI Stock Holding History

Sowell Financial Services’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-839
Closed -$45K – 734
2021
Q1 		$45K Sell
839
-1,720
-67% -$70.8K ﹤0.01% 1696
2020
Q4 		$77K Buy
+2,559
New +$74.3K ﹤0.01% 1252
2020
Q2 		– Sell
-2
Closed – – 2462
2020
Q1 		$0 Sell
2
-473
-100% -$7.51K ﹤0.01% 2425
2019
Q4 		$7K Buy
475
+252
+113% +$3.64K ﹤0.01% 1792
2019
Q3 		$4K Buy
+223
New +$3.94K ﹤0.01% 1808
2017
Q1 		– Sell
-17,901
Closed -$841K – 280
2016
Q4 		$841K Buy
+17,901
New +$1.02M 0.28% 87

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BlackRock
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ECU
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.65B AUM 26.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return