SFS
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Sowell Financial Services’s Ichor Holdings ICHR Stock Holding History

Sowell Financial Services’s Portfolio ICHR Stock Details ICHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,738
Closed -$739K – 512
2021
Q2 		$739K Sell
13,738
-2,627
-16% -$145K 0.05% 359
2021
Q1 		$887K Buy
16,365
+16,150
+7,512% +$687K 0.03% 446
2020
Q4 		$6K Buy
215
+56
+35% +$1.58K ﹤0.01% 2207
2020
Q3 		$3K Buy
+159
New +$4.22K ﹤0.01% 2125

Other funds holding ICHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return