Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
ESTE
Sowell Financial Services’s
Earthstone Energy Inc. Class A Common Stock
ESTE
Stock Holding History
Sowell Financial Services’s Portfolio
ESTE Stock Details
ESTE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-50
Closed
–
–
3195
2021
Q1
$0
Hold
50
–
–
﹤0.01%
3448
2020
Q4
$0
Hold
50
–
–
﹤0.01%
2972
2020
Q3
$0
Hold
50
–
–
﹤0.01%
2842
2020
Q2
$0
Hold
50
–
–
﹤0.01%
2821
2020
Q1
$0
Hold
50
–
–
﹤0.01%
2855
2019
Q4
$0
Hold
50
–
–
﹤0.01%
2770
2019
Q3
$0
Buy
+50
New
+$213
﹤0.01%
2520
Other funds holding ESTE
WP
Warburg Pincus
New York
$343M AUM
18.86%
1-Year Est. Return
ICOM
Investment Counselors of Maryland
Baltimore, Maryland
$4.37B AUM
76.25%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MPAM
Monarch Partners Asset Management
Boston, Massachusetts
$339M AUM
2.52%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close