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Sowell Financial Services’s Financial Institutions FISI Stock Holding History

Sowell Financial Services’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,023
Closed -$154K – 2736
2020
Q3 		$154K Sell
10,023
-215
-2% -$3.53K 0.01% 820
2020
Q2 		$191K Sell
10,238
-662
-6% -$11.5K 0.01% 741
2020
Q1 		$198K Buy
10,900
+3,918
+56% +$105K 0.01% 650
2019
Q4 		$224K Buy
6,982
+1,547
+28% +$48.8K 0.02% 669
2019
Q3 		$164K Buy
+5,435
New +$159K 0.01% 700

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CNC
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Northern Trust
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's FISI Position: Q4 2020 in Review

Sowell Financial Services sold out of Financial Institutions (FISI) in Q4 2020, closing a stake of 10,023 shares — an estimated $154K sold.

Sowell Financial Services first reported a position in FISI in Q3 2019 and held it in 5 quarters. The position peaked at $224K in Q4 2019. 109 funds tracked by Wall St. Rank hold FISI as of Q4 2020.

  • Sowell Financial Services reported no remaining Financial Institutions position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 10,023 Financial Institutions shares in Q4 2020, an estimated $154K.
  • Sowell Financial Services first reported a position in Financial Institutions in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Financial Institutions position peaked at $224K in Q4 2019.
  • 109 funds tracked by Wall St. Rank held Financial Institutions as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.