SFS
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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 – 1288
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sowell Financial Services sold out of FMC (FMC) in Q2 2021, closing a stake of 6,870 shares — an estimated $807K sold.

Sowell Financial Services first reported a position in FMC in Q3 2018 and held it in 8 quarters. The position peaked at $885K in Q4 2020. 602 funds tracked by Wall St. Rank hold FMC as of Q2 2021.

  • Sowell Financial Services reported no remaining FMC position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 6,870 FMC shares in Q2 2021, an estimated $807K.
  • Sowell Financial Services first reported a position in FMC in Q3 2018 and held it in 8 quarters.
  • Sowell Financial Services's FMC position peaked at $885K in Q4 2020.
  • 602 funds tracked by Wall St. Rank held FMC as of Q2 2021.

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