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Sowell Financial Services’s Grocery Outlet GO Stock Holding History

Sowell Financial Services’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$8K – 1410
2021
Q1 		$8K Hold
200
– – ﹤0.01% 2402
2020
Q4 		$8K Hold
200
– – ﹤0.01% 2108
2020
Q3 		$8K Hold
200
– – ﹤0.01% 1864
2020
Q2 		$8K Hold
200
– – ﹤0.01% 1760
2020
Q1 		$7K Hold
200
– – ﹤0.01% 1715
2019
Q4 		$6K Hold
200
– – ﹤0.01% 1841
2019
Q3 		$7K Buy
+200
New +$7.59K ﹤0.01% 1636

Other funds holding GO

JSP
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Sands Capital Management
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sowell Financial Services sold out of Grocery Outlet (GO) in Q2 2021, closing a stake of 200 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in GO in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 200 funds tracked by Wall St. Rank hold GO as of Q2 2021.

  • Sowell Financial Services reported no remaining Grocery Outlet position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 200 Grocery Outlet shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Grocery Outlet in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Grocery Outlet position peaked at $8K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held Grocery Outlet as of Q2 2021.

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