SFS
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Sowell Financial Services’s FirstCash FCFS Stock Holding History

Sowell Financial Services’s Portfolio FCFS Stock Details FCFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,741
Closed -$498K – 1235
2021
Q1 		$498K Buy
6,741
+1,189
+21% +$75.4K 0.02% 642
2020
Q4 		$389K Buy
5,552
+602
+12% +$38.1K 0.02% 602
2020
Q3 		$283K Buy
4,950
+585
+13% +$35.8K 0.01% 635
2020
Q2 		$295K Buy
4,365
+1,055
+32% +$74.3K 0.02% 605
2020
Q1 		$237K Buy
3,310
+850
+35% +$68.8K 0.02% 603
2019
Q4 		$198K Buy
+2,460
New +$207K 0.02% 716

Other funds holding FCFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Sowell Financial Services sold out of FirstCash (FCFS) in Q2 2021, closing a stake of 6,741 shares — an estimated $498K sold.

Sowell Financial Services first reported a position in FCFS in Q4 2019 and held it in 6 quarters. The position peaked at $498K in Q1 2021. 201 funds tracked by Wall St. Rank hold FCFS as of Q2 2021.

  • Sowell Financial Services reported no remaining FirstCash position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,741 FirstCash shares in Q2 2021, an estimated $498K.
  • Sowell Financial Services first reported a position in FirstCash in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's FirstCash position peaked at $498K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held FirstCash as of Q2 2021.

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