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Sowell Financial Services’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Sowell Financial Services’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5,301
Closed -$280K – 1782
2021
Q1 		$280K Sell
5,301
-380
-7% -$19K 0.01% 874
2020
Q4 		$284K Buy
5,681
+4,145
+270% +$199K 0.01% 714
2020
Q3 		$70K Buy
1,536
+85
+6% +$3.77K ﹤0.01% 1098
2020
Q2 		$59K Buy
+1,451
New +$54.5K ﹤0.01% 1122

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sowell Financial Services sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2021, closing a stake of 5,301 shares — an estimated $280K sold.

Sowell Financial Services first reported a position in LRGE in Q2 2020 and held it in 4 quarters. The position peaked at $284K in Q4 2020. 37 funds tracked by Wall St. Rank hold LRGE as of Q2 2021.

  • Sowell Financial Services reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 5,301 ClearBridge Large Cap Growth Select ETF shares in Q2 2021, an estimated $280K.
  • Sowell Financial Services first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's ClearBridge Large Cap Growth Select ETF position peaked at $284K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2021.

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