SFS
CMA

Sowell Financial Services’s Comerica CMA Stock Holding History

Sowell Financial Services’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,196
Closed -$249K – 923
2021
Q1 		$249K Sell
3,196
-1,435
-31% -$94K 0.01% 927
2020
Q4 		$259K Buy
4,631
+2,101
+83% +$102K 0.01% 752
2020
Q3 		$97K Buy
2,530
+2,110
+502% +$81.1K ﹤0.01% 982
2020
Q2 		$16K Sell
420
-6,882
-94% -$240K ﹤0.01% 1528
2020
Q1 		$214K Buy
7,302
+6,803
+1,363% +$369K 0.02% 629
2019
Q4 		$36K Buy
499
+26
+5% +$1.78K ﹤0.01% 1252
2019
Q3 		$31K Buy
+473
New +$31.3K ﹤0.01% 1133

Other funds holding CMA

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return