SFS
CHGA

Sowell Financial Services’s Change Agents Corporation Common Stock CHGA Stock Holding History

Sowell Financial Services’s Portfolio CHGA Stock Details CHGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-18
Closed -$5K – 2503
2020
Q2 		$5K Buy
+18
New +$4.4K ﹤0.01% 1879

Other funds holding CHGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sowell Financial Services's CHGA Position: Q3 2020 in Review

Sowell Financial Services sold out of Change Agents Corporation Common Stock (CHGA) in Q3 2020, closing a stake of 18 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in CHGA in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 31 funds tracked by Wall St. Rank hold CHGA as of Q3 2020.

  • Sowell Financial Services reported no remaining Change Agents Corporation Common Stock position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 18 Change Agents Corporation Common Stock shares in Q3 2020, an estimated $5K.
  • Sowell Financial Services first reported a position in Change Agents Corporation Common Stock in Q2 2020 and held it in 1 quarter.
  • Sowell Financial Services's Change Agents Corporation Common Stock position peaked at $5K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held Change Agents Corporation Common Stock as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.