SFS
MCHB

Sowell Financial Services’s Mechanics Bancorp MCHB Stock Holding History

Sowell Financial Services’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-124
Closed -$5K – 1475
2021
Q1 		$5K Buy
+124
New +$5.16K ﹤0.01% 2600

Other funds holding MCHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sowell Financial Services sold out of Mechanics Bancorp (MCHB) in Q2 2021, closing a stake of 124 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in MCHB in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 158 funds tracked by Wall St. Rank hold MCHB as of Q2 2021.

  • Sowell Financial Services reported no remaining Mechanics Bancorp position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 124 Mechanics Bancorp shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Mechanics Bancorp in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Mechanics Bancorp position peaked at $5K in Q1 2021.
  • 158 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2021.

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