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Sowell Financial Services’s Mustang Bio MBIO Stock Holding History

Sowell Financial Services’s Portfolio MBIO Stock Details MBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11
Closed -$25K – 1814
2021
Q1 		$25K Buy
11
+4
+57% +$11.9K ﹤0.01% 1958
2020
Q4 		$20K Sell
7
-17
-71% -$40.6K ﹤0.01% 1747
2020
Q3 		$57K Buy
24
+7
+41% +$17.3K ﹤0.01% 1165
2020
Q2 		$41K Buy
+17
New +$39.7K ﹤0.01% 1222

Other funds holding MBIO

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Sowell Financial Services sold out of Mustang Bio (MBIO) in Q2 2021, closing a stake of 11 shares — an estimated $25K sold.

Sowell Financial Services first reported a position in MBIO in Q2 2020 and held it in 4 quarters. The position peaked at $57K in Q3 2020. 92 funds tracked by Wall St. Rank hold MBIO as of Q2 2021.

  • Sowell Financial Services reported no remaining Mustang Bio position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 11 Mustang Bio shares in Q2 2021, an estimated $25K.
  • Sowell Financial Services first reported a position in Mustang Bio in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Mustang Bio position peaked at $57K in Q3 2020.
  • 92 funds tracked by Wall St. Rank held Mustang Bio as of Q2 2021.

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