SFS
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Sowell Financial Services’s Dycom Industries DY Stock Holding History

Sowell Financial Services’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-128
Closed -$12K – 1106
2021
Q1 		$12K Hold
128
– – ﹤0.01% 2235
2020
Q4 		$10K Sell
128
-160
-56% -$11K ﹤0.01% 2001
2020
Q3 		$15K Sell
288
-28
-9% -$1.36K ﹤0.01% 1669
2020
Q2 		$13K Buy
+316
New +$10.9K ﹤0.01% 1592
2020
Q1 		– Sell
-24
Closed -$1K – 2480
2019
Q4 		$1K Buy
+24
New +$1.17K ﹤0.01% 2321

Other funds holding DY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return