SFS
LNAI

Sowell Financial Services’s Lunai Bioworks LNAI Stock Holding History

Sowell Financial Services’s Portfolio LNAI Stock Details LNAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-22
Closed -$10K – 2631
2019
Q3 		$10K Buy
+22
New +$8.41K ﹤0.01% 1533

Other funds holding LNAI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's LNAI Position: Q4 2019 in Review

Sowell Financial Services sold out of Lunai Bioworks (LNAI) in Q4 2019, closing a stake of 22 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in LNAI in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 33 funds tracked by Wall St. Rank hold LNAI as of Q4 2019.

  • Sowell Financial Services reported no remaining Lunai Bioworks position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 22 Lunai Bioworks shares in Q4 2019, an estimated $10K.
  • Sowell Financial Services first reported a position in Lunai Bioworks in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's Lunai Bioworks position peaked at $10K in Q3 2019.
  • 33 funds tracked by Wall St. Rank held Lunai Bioworks as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.