SFS
BC icon

Sowell Financial Services’s Brunswick BC Stock Holding History

Sowell Financial Services’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-14
Closed -$2K – 736
2021
Q1 		$2K Buy
+14
New +$1.28K ﹤0.01% 2801
2020
Q3 		– Sell
-34
Closed -$2K – 2523
2020
Q2 		$2K Hold
34
– – ﹤0.01% 2123
2020
Q1 		$1K Hold
34
– – ﹤0.01% 2191
2019
Q4 		$2K Sell
34
-21
-38% -$1.22K ﹤0.01% 2161
2019
Q3 		$3K Buy
+55
New +$2.63K ﹤0.01% 1904

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return