SFS
IDE

Sowell Financial Services’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Sowell Financial Services’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-40
Closed – – 1530
2021
Q1 		$0 Buy
40
+7
+21% +$80 ﹤0.01% 3190
2020
Q4 		$0 Hold
33
– – ﹤0.01% 2765
2020
Q3 		$0 Hold
33
– – ﹤0.01% 2611
2020
Q2 		$0 Hold
33
– – ﹤0.01% 2555
2020
Q1 		$0 Buy
+33
New +$343 ﹤0.01% 2548

Other funds holding IDE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

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

Sowell Financial Services sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q2 2021, closing a stake of 40 shares.

Sowell Financial Services first reported a position in IDE in Q1 2020 and held it in 5 quarters. The position peaked at $0 in Q1 2021. 32 funds tracked by Wall St. Rank hold IDE as of Q2 2021.

  • Sowell Financial Services reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 40 Voya Infrastructure, Industrials and Materials Fund shares in Q2 2021.
  • Sowell Financial Services first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's Voya Infrastructure, Industrials and Materials Fund position peaked at $0 in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q2 2021.

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