SFS
GOOD

Sowell Financial Services’s Gladstone Commercial Corp GOOD Stock Holding History

Sowell Financial Services’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,007
Closed -$21K – 1412
2021
Q1 		$21K Buy
1,007
+240
+31% +$4.54K ﹤0.01% 2048
2020
Q4 		$14K Sell
767
-205
-21% -$3.62K ﹤0.01% 1883
2020
Q3 		$16K Buy
972
+116
+14% +$2.12K ﹤0.01% 1651
2020
Q2 		$16K Sell
856
-449
-34% -$7.36K ﹤0.01% 1535
2020
Q1 		$19K Buy
1,305
+491
+60% +$9.34K ﹤0.01% 1412
2019
Q4 		$18K Hold
814
– – ﹤0.01% 1471
2019
Q3 		$19K Buy
+814
New +$18K ﹤0.01% 1294

Other funds holding GOOD

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Sowell Financial Services sold out of Gladstone Commercial Corp (GOOD) in Q2 2021, closing a stake of 1,007 shares — an estimated $21K sold.

Sowell Financial Services first reported a position in GOOD in Q3 2019 and held it in 7 quarters. The position peaked at $21K in Q1 2021. 128 funds tracked by Wall St. Rank hold GOOD as of Q2 2021.

  • Sowell Financial Services reported no remaining Gladstone Commercial Corp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,007 Gladstone Commercial Corp shares in Q2 2021, an estimated $21K.
  • Sowell Financial Services first reported a position in Gladstone Commercial Corp in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Gladstone Commercial Corp position peaked at $21K in Q1 2021.
  • 128 funds tracked by Wall St. Rank held Gladstone Commercial Corp as of Q2 2021.

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