SFS
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Sowell Financial Services’s Coty COTY Stock Holding History

Sowell Financial Services’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27,270
Closed -$191K – 3134
2020
Q4 		$191K Buy
27,270
+18,624
+215% +$95.9K 0.01% 869
2020
Q3 		$23K Buy
8,646
+4,507
+109% +$17K ﹤0.01% 1495
2020
Q2 		$19K Buy
+4,139
New +$20.1K ﹤0.01% 1474

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JP Morgan Chase
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SBH
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Dimensional Fund Advisors
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CIM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
PCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return