SFS
EB

Sowell Financial Services’s Eventbrite EB Stock Holding History

Sowell Financial Services’s Portfolio EB Stock Details EB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-610
Closed -$13K – 1111
2021
Q1 		$13K Sell
610
-1,725
-74% -$34.7K ﹤0.01% 2214
2020
Q4 		$42K Buy
2,335
+13
+0.6% +$182 ﹤0.01% 1458
2020
Q3 		$25K Buy
2,322
+22
+1% +$219 ﹤0.01% 1457
2020
Q2 		$20K Buy
+2,300
New +$20.3K ﹤0.01% 1458

Other funds holding EB

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Sowell Financial Services sold out of Eventbrite (EB) in Q2 2021, closing a stake of 610 shares — an estimated $13K sold.

Sowell Financial Services first reported a position in EB in Q2 2020 and held it in 4 quarters. The position peaked at $42K in Q4 2020. 159 funds tracked by Wall St. Rank hold EB as of Q2 2021.

  • Sowell Financial Services reported no remaining Eventbrite position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 610 Eventbrite shares in Q2 2021, an estimated $13K.
  • Sowell Financial Services first reported a position in Eventbrite in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Eventbrite position peaked at $42K in Q4 2020.
  • 159 funds tracked by Wall St. Rank held Eventbrite as of Q2 2021.

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