SFS
BGFV

Sowell Financial Services’s Big 5 Sporting Goods BGFV Stock Holding History

Sowell Financial Services’s Portfolio BGFV Stock Details BGFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-41,201
Closed -$1.06M – 478
2021
Q2 		$1.06M Sell
41,201
-10,482
-20% -$257K 0.07% 294
2021
Q1 		$1.46M Buy
51,683
+51,593
+57,326% +$724K 0.05% 310
2020
Q4 		$1K Buy
90
+55
+157% +$488 ﹤0.01% 2547
2020
Q3 		$0 Buy
+35
New +$185 ﹤0.01% 2527

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Vanguard Group
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State Street
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Arrowstreet Capital
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Bank of Montreal
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Charles Schwab
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return