SFS
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Sowell Financial Services’s Babcock & Wilcox BW Stock Holding History

Sowell Financial Services’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,135
Closed -$10K – 838
2021
Q1 		$10K Buy
+1,135
New +$7.29K ﹤0.01% 2307

Other funds holding BW

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Neuberger Berman Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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 BW Position: Q2 2021 in Review

Sowell Financial Services sold out of Babcock & Wilcox (BW) in Q2 2021, closing a stake of 1,135 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in BW in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 112 funds tracked by Wall St. Rank hold BW as of Q2 2021.

  • Sowell Financial Services reported no remaining Babcock & Wilcox position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,135 Babcock & Wilcox shares in Q2 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in Babcock & Wilcox in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Babcock & Wilcox position peaked at $10K in Q1 2021.
  • 112 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2021.

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