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Sowell Financial Services’s Liberty Latin America Class A LILA Stock Holding History

Sowell Financial Services’s Portfolio LILA Stock Details LILA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15,073
Closed -$114K – 3213
2020
Q4 		$114K Buy
+15,073
New +$112K ﹤0.01% 1103
2020
Q3 		– Sell
-312
Closed -$2K – 2636
2020
Q2 		$2K Buy
+312
New +$2.05K ﹤0.01% 2175

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GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCI
S&CO Inc Boston, Massachusetts $1.73B AUM 26.69% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return

Sowell Financial Services's LILA Position: Q1 2021 in Review

Sowell Financial Services sold out of Liberty Latin America Class A (LILA) in Q1 2021, closing a stake of 15,073 shares — an estimated $114K sold.

Sowell Financial Services first reported a position in LILA in Q2 2020 and held it in 2 quarters. The position peaked at $114K in Q4 2020. 138 funds tracked by Wall St. Rank hold LILA as of Q1 2021.

  • Sowell Financial Services reported no remaining Liberty Latin America Class A position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 15,073 Liberty Latin America Class A shares in Q1 2021, an estimated $114K.
  • Sowell Financial Services first reported a position in Liberty Latin America Class A in Q2 2020 and held it in 2 quarters.
  • Sowell Financial Services's Liberty Latin America Class A position peaked at $114K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Liberty Latin America Class A as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.