SFS
FIVE icon

Sowell Financial Services’s Five Below FIVE Stock Holding History

Sowell Financial Services’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-565
Closed -$109K – 1272
2021
Q1 		$109K Buy
565
+474
+521% +$89.3K ﹤0.01% 1333
2020
Q4 		$16K Sell
91
-624
-87% -$92.4K ﹤0.01% 1829
2020
Q3 		$91K Sell
715
-487
-41% -$55.4K ﹤0.01% 1001
2020
Q2 		$129K Buy
1,202
+836
+228% +$78.4K 0.01% 887
2020
Q1 		$26K Sell
366
-76
-17% -$7.73K ﹤0.01% 1294
2019
Q4 		$57K Buy
442
+362
+453% +$45.3K ﹤0.01% 1113
2019
Q3 		$10K Buy
+80
New +$9.72K ﹤0.01% 1524

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return