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Sowell Financial Services’s Delek US DK Stock Holding History

Sowell Financial Services’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-182
Closed -$5K – 1065
2021
Q1 		$5K Buy
182
+172
+1,720% +$3.76K ﹤0.01% 2587
2020
Q4 		$0 Hold
10
– – ﹤0.01% 2720
2020
Q3 		$0 Hold
10
– – ﹤0.01% 2565
2020
Q2 		$0 Hold
10
– – ﹤0.01% 2498
2020
Q1 		$0 Sell
10
-177
-95% -$4.2K ﹤0.01% 2473
2019
Q4 		$6K Buy
187
+57
+44% +$2.06K ﹤0.01% 1832
2019
Q3 		$5K Buy
+130
New +$4.79K ﹤0.01% 1755

Other funds holding DK

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Sowell Financial Services sold out of Delek US (DK) in Q2 2021, closing a stake of 182 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in DK in Q3 2019 and held it in 7 quarters. The position peaked at $6K in Q4 2019. 185 funds tracked by Wall St. Rank hold DK as of Q2 2021.

  • Sowell Financial Services reported no remaining Delek US position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 182 Delek US shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Delek US in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Delek US position peaked at $6K in Q4 2019.
  • 185 funds tracked by Wall St. Rank held Delek US as of Q2 2021.

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