Sowell Financial Services’s Americold COLD Stock Holding History

Sowell Financial Services’s Portfolio COLD Stock Details COLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-50	Closed	-$2K	–	947
2021 Q1	$2K	Sell	50 -374	-88%	-$13.4K	﹤0.01%	2806
2020 Q4	$16K	Buy	424 +400	+1,667%	+$14.4K	﹤0.01%	1827
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	2335
2020 Q2	$1K	Sell	24 -128	-84%	-$4.37K	﹤0.01%	2261
2020 Q1	$5K	Buy	+152	New	+$5.09K	﹤0.01%	1806

Other funds holding COLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Sowell Financial Services sold out of Americold (COLD) in Q2 2021, closing a stake of 50 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in COLD in Q1 2020 and held it in 5 quarters. The position peaked at $16K in Q4 2020. 343 funds tracked by Wall St. Rank hold COLD as of Q2 2021.

Sowell Financial Services reported no remaining Americold position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 50 Americold shares in Q2 2021, an estimated $2K.
Sowell Financial Services first reported a position in Americold in Q1 2020 and held it in 5 quarters.
Sowell Financial Services's Americold position peaked at $16K in Q4 2020.
343 funds tracked by Wall St. Rank held Americold as of Q2 2021.

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