SFS
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Sowell Financial Services’s Box BOX Stock Holding History

Sowell Financial Services’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,789
Closed -$58K – 814
2021
Q1 		$58K Sell
2,789
-1,148
-29% -$22.4K ﹤0.01% 1592
2020
Q4 		$71K Buy
3,937
+236
+6% +$4.11K ﹤0.01% 1274
2020
Q3 		$64K Buy
3,701
+1,163
+46% +$21.5K ﹤0.01% 1126
2020
Q2 		$53K Sell
2,538
-2,069
-45% -$36.3K ﹤0.01% 1149
2020
Q1 		$65K Sell
4,607
-29,201
-86% -$435K ﹤0.01% 960
2019
Q4 		$567K Buy
33,808
+3,343
+11% +$56.1K 0.04% 415
2019
Q3 		$505K Buy
+30,465
New +$489K 0.04% 413
2019
Q1 		$59K Buy
+3,063
New +$63.5K 0.01% 561

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return