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Sowell Financial Services’s BrightView Holdings BV Stock Holding History

Sowell Financial Services’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-592
Closed -$11K – 837
2021
Q1 		$11K Hold
592
– – ﹤0.01% 2266
2020
Q4 		$9K Buy
592
+466
+370% +$6.38K ﹤0.01% 2053
2020
Q3 		$1K Hold
126
– – ﹤0.01% 2330
2020
Q2 		$1K Buy
126
+52
+70% +$630 ﹤0.01% 2255
2020
Q1 		$1K Hold
74
– – ﹤0.01% 2202
2019
Q4 		$1K Hold
74
– – ﹤0.01% 2302
2019
Q3 		$1K Buy
+74
New +$1.37K ﹤0.01% 2201

Other funds holding BV

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
MP
MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Sowell Financial Services sold out of BrightView Holdings (BV) in Q2 2021, closing a stake of 592 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in BV in Q3 2019 and held it in 7 quarters. The position peaked at $11K in Q1 2021. 117 funds tracked by Wall St. Rank hold BV as of Q2 2021.

  • Sowell Financial Services reported no remaining BrightView Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 592 BrightView Holdings shares in Q2 2021, an estimated $11K.
  • Sowell Financial Services first reported a position in BrightView Holdings in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's BrightView Holdings position peaked at $11K in Q1 2021.
  • 117 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2021.

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