SFS
FPI

Sowell Financial Services’s Farmland Partners FPI Stock Holding History

Sowell Financial Services’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-240
Closed -$3K – 1305
2021
Q1 		$3K Buy
+240
New +$2.73K ﹤0.01% 2731
2017
Q1 		– Sell
-230
Closed -$3K – 367
2016
Q4 		$3K Buy
+230
New +$2.51K ﹤0.01% 563

Other funds holding FPI

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sowell Financial Services sold out of Farmland Partners (FPI) in Q2 2021, closing a stake of 240 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in FPI in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 119 funds tracked by Wall St. Rank hold FPI as of Q2 2021.

  • Sowell Financial Services reported no remaining Farmland Partners position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 240 Farmland Partners shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Farmland Partners in Q4 2016 and held it in 2 quarters.
  • Sowell Financial Services's Farmland Partners position peaked at $3K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2021.

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