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Sowell Financial Services’s Knowles KN Stock Holding History

Sowell Financial Services’s Portfolio KN Stock Details KN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-327
Closed -$7K – 1701
2021
Q1 		$7K Hold
327
– – ﹤0.01% 2465
2020
Q4 		$6K Buy
327
+181
+124% +$3.03K ﹤0.01% 2210
2020
Q3 		$2K Hold
146
– – ﹤0.01% 2230
2020
Q2 		$2K Buy
146
+60
+70% +$895 ﹤0.01% 2166
2020
Q1 		$1K Hold
86
– – ﹤0.01% 2270
2019
Q4 		$2K Hold
86
– – ﹤0.01% 2206
2019
Q3 		$2K Buy
+86
New +$1.69K ﹤0.01% 2092

Other funds holding KN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Sowell Financial Services sold out of Knowles (KN) in Q2 2021, closing a stake of 327 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in KN in Q3 2019 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 227 funds tracked by Wall St. Rank hold KN as of Q2 2021.

  • Sowell Financial Services reported no remaining Knowles position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 327 Knowles shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Knowles in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Knowles position peaked at $7K in Q1 2021.
  • 227 funds tracked by Wall St. Rank held Knowles as of Q2 2021.

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