Sowell Financial Services’s FormFactor FORM Stock Holding History

Sowell Financial Services’s Portfolio FORM Stock Details FORM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-3,943	Closed	-$98K	–	2743
2020 Q3	$98K	Buy	3,943 +719	+22%	+$20K	﹤0.01%	979
2020 Q2	$95K	Sell	3,224 -10	-0.3%	-$247	0.01%	982
2020 Q1	$65K	Buy	3,234 +197	+6%	+$4.7K	﹤0.01%	962
2019 Q4	$79K	Buy	+3,037	New	+$68.5K	0.01%	982

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EARNEST Partners

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Wellington Management Group

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Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return