SFS
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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 – 2739
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
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Sowell Financial Services sold out of FormFactor (FORM) in Q4 2020, closing a stake of 3,943 shares — an estimated $98K sold.

Sowell Financial Services first reported a position in FORM in Q4 2019 and held it in 4 quarters. The position peaked at $98K in Q3 2020. 240 funds tracked by Wall St. Rank hold FORM as of Q4 2020.

  • Sowell Financial Services reported no remaining FormFactor position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 3,943 FormFactor shares in Q4 2020, an estimated $98K.
  • Sowell Financial Services first reported a position in FormFactor in Q4 2019 and held it in 4 quarters.
  • Sowell Financial Services's FormFactor position peaked at $98K in Q3 2020.
  • 240 funds tracked by Wall St. Rank held FormFactor as of Q4 2020.

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