SFS
ELBM

Sowell Financial Services’s Electra Battery Materials ELBM Stock Holding History

Sowell Financial Services’s Portfolio ELBM Stock Details ELBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,613
Closed -$38K – 625
2023
Q1 		$38K Buy
+4,613
New +$39K ﹤0.01% 749

Other funds holding ELBM

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sowell Financial Services's ELBM Position: Q2 2023 in Review

Sowell Financial Services sold out of Electra Battery Materials (ELBM) in Q2 2023, closing a stake of 4,613 shares — an estimated $38K sold.

Sowell Financial Services first reported a position in ELBM in Q1 2023 and held it in 1 quarter. The position peaked at $38K in Q1 2023. 19 funds tracked by Wall St. Rank hold ELBM as of Q2 2023.

  • Sowell Financial Services reported no remaining Electra Battery Materials position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 4,613 Electra Battery Materials shares in Q2 2023, an estimated $38K.
  • Sowell Financial Services first reported a position in Electra Battery Materials in Q1 2023 and held it in 1 quarter.
  • Sowell Financial Services's Electra Battery Materials position peaked at $38K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held Electra Battery Materials as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.