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Sowell Financial Services’s Harvard Bioscience HBIO Stock Holding History

Sowell Financial Services’s Portfolio HBIO Stock Details HBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,204
Closed -$88K – 1454
2021
Q1 		$88K Buy
1,204
+269
+29% +$13.1K ﹤0.01% 1417
2020
Q4 		$40K Buy
+935
New +$34.9K ﹤0.01% 1477

Other funds holding HBIO

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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Sowell Financial Services sold out of Harvard Bioscience (HBIO) in Q2 2021, closing a stake of 1,204 shares — an estimated $88K sold.

Sowell Financial Services first reported a position in HBIO in Q4 2020 and held it in 2 quarters. The position peaked at $88K in Q1 2021. 99 funds tracked by Wall St. Rank hold HBIO as of Q2 2021.

  • Sowell Financial Services reported no remaining Harvard Bioscience position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,204 Harvard Bioscience shares in Q2 2021, an estimated $88K.
  • Sowell Financial Services first reported a position in Harvard Bioscience in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Harvard Bioscience position peaked at $88K in Q1 2021.
  • 99 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2021.

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