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Sowell Financial Services’s Brady Corp BRC Stock Holding History

Sowell Financial Services’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,442
Closed -$80K – 818
2021
Q1 		$80K Sell
1,442
-408
-22% -$21.3K ﹤0.01% 1471
2020
Q4 		$98K Buy
+1,850
New +$81.8K ﹤0.01% 1163

Other funds holding BRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sowell Financial Services sold out of Brady Corp (BRC) in Q2 2021, closing a stake of 1,442 shares — an estimated $80K sold.

Sowell Financial Services first reported a position in BRC in Q4 2020 and held it in 2 quarters. The position peaked at $98K in Q4 2020. 182 funds tracked by Wall St. Rank hold BRC as of Q2 2021.

  • Sowell Financial Services reported no remaining Brady Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,442 Brady Corp shares in Q2 2021, an estimated $80K.
  • Sowell Financial Services first reported a position in Brady Corp in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Brady Corp position peaked at $98K in Q4 2020.
  • 182 funds tracked by Wall St. Rank held Brady Corp as of Q2 2021.

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