SFS
IVC

Sowell Financial Services’s Invacare Corporation IVC Stock Holding History

Sowell Financial Services’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-926
Closed -$7K – 3030
2021
Q1 		$7K Buy
+926
New +$8.63K ﹤0.01% 2498

Other funds holding IVC

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PCMI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ECM
Endurant Capital Management San Mateo, California $17.4M AUM 7.38% 1-Year Est. Return

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

Sowell Financial Services sold out of Invacare Corporation (IVC) in Q2 2021, closing a stake of 926 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in IVC in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 137 funds tracked by Wall St. Rank hold IVC as of Q2 2021.

  • Sowell Financial Services reported no remaining Invacare Corporation position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 926 Invacare Corporation shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Invacare Corporation in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Invacare Corporation position peaked at $7K in Q1 2021.
  • 137 funds tracked by Wall St. Rank held Invacare Corporation as of Q2 2021.

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