Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
Cabot Corp
CBT
Stock Holding History
Sowell Financial Services’s Portfolio
CBT Stock Details
CBT Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-21,220
Closed
-$1.63M
–
593
2023
Q1
$1.63M
Buy
21,220
+65
+0.3%
+$4.87K
0.13%
194
2022
Q4
$1.41M
Sell
21,155
-20
-0.1%
-$1.4K
0.09%
245
2022
Q3
$1.35M
Buy
+21,175
New
+$1.49M
0.14%
196
2021
Q2
–
Sell
-5
Closed
–
–
870
2021
Q1
$0
Hold
5
–
–
﹤0.01%
3118
2020
Q4
$0
Hold
5
–
–
﹤0.01%
2702
2020
Q3
$0
Sell
5
-1
-17%
-$38
﹤0.01%
2537
2020
Q2
$0
Hold
6
–
–
﹤0.01%
2475
2020
Q1
$0
Hold
6
–
–
﹤0.01%
2442
2019
Q4
$0
Sell
6
-1
-14%
-$46
﹤0.01%
2520
2019
Q3
$0
Buy
+7
New
+$302
﹤0.01%
2394
Other funds holding CBT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
SCM
Snyder Capital Management
San Francisco, California
$5.16B AUM
26.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close