Sowell Financial Services’s Healthcare Services Group HCSG Stock Holding History

Sowell Financial Services’s Portfolio HCSG Stock Details HCSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-91	Closed	-$2K	–	2761
2020 Q3	$2K	Hold	91	–	–	﹤0.01%	2222
2020 Q2	$2K	Hold	91	–	–	﹤0.01%	2157
2020 Q1	$2K	Hold	91	–	–	﹤0.01%	2070
2019 Q4	$2K	Hold	91	–	–	﹤0.01%	2193
2019 Q3	$2K	Buy	+91	New	+$2.3K	﹤0.01%	2078

Other funds holding HCSG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $4.09B AUM 4.78% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return