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
Sowell Financial Services’s
FMC
FMC
Stock Holding History
Sowell Financial Services’s Portfolio
FMC Stock Details
FMC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-6,870
Closed
-$807K
–
1289
2021
Q1
$807K
Sell
6,870
-829
-11%
-$91.9K
0.03%
474
2020
Q4
$885K
Buy
7,699
+604
+9%
+$67.2K
0.04%
357
2020
Q3
$751K
Sell
7,095
-175
-2%
-$18.7K
0.04%
366
2020
Q2
$724K
Sell
7,270
-462
-6%
-$42.6K
0.04%
355
2020
Q1
$632K
Buy
7,732
+4,922
+175%
+$457K
0.05%
335
2019
Q4
$280K
Buy
2,810
+583
+26%
+$54.2K
0.02%
607
2019
Q3
$195K
Buy
+2,227
New
+$191K
0.02%
653
2018
Q4
–
Sell
-9,279
Closed
-$702K
–
482
2018
Q3
$702K
Buy
+9,279
New
+$699K
0.1%
149
Other funds holding FMC
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Luther King Capital Management (LKCM)
Fort Worth, Texas
$23.1B AUM
21.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
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