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%	2724
2020 Q3	$0	Hold	10	–	–	﹤0.01%	2570
2020 Q2	$0	Hold	10	–	–	﹤0.01%	2502
2020 Q1	$0	Sell	10 -177	-95%	-$4.2K	﹤0.01%	2474
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return