Sowell Financial Services’s Magna International MGA Stock Holding History

Sowell Financial Services’s Portfolio MGA Stock Details MGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-875	Closed	-$84K	–	1847
2021 Q1	$84K	Buy	875 +274	+46%	+$22.2K	﹤0.01%	1443
2020 Q4	$43K	Buy	601 +12	+2%	+$707	﹤0.01%	1453
2020 Q3	$27K	Buy	589 +513	+675%	+$24.7K	﹤0.01%	1434
2020 Q2	$3K	Hold	76	–	–	﹤0.01%	2055
2020 Q1	$2K	Hold	76	–	–	﹤0.01%	2084
2019 Q4	$4K	Hold	76	–	–	﹤0.01%	1987
2019 Q3	$4K	Buy	+76	New	+$3.79K	﹤0.01%	1852
2017 Q1	–	Sell	-58	Closed	-$3K	–	450
2016 Q4	$3K	Buy	+58	New	+$2.44K	﹤0.01%	568

Other funds holding MGA

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return