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Sowell Financial Services’s Mine Safety MSA Stock Holding History

Sowell Financial Services’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-33
Closed -$5K – 1895
2021
Q1 		$5K Sell
33
-12
-27% -$1.93K ﹤0.01% 2607
2020
Q4 		$7K Hold
45
– – ﹤0.01% 2164
2020
Q3 		$6K Sell
45
-24
-35% -$2.94K ﹤0.01% 1952
2020
Q2 		$8K Buy
69
+31
+82% +$3.45K ﹤0.01% 1770
2020
Q1 		$4K Sell
38
-35
-48% -$4.41K ﹤0.01% 1913
2019
Q4 		$9K Buy
73
+16
+28% +$1.93K ﹤0.01% 1718
2019
Q3 		$6K Buy
+57
New +$6.01K ﹤0.01% 1700

Other funds holding MSA

APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 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 MSA Position: Q2 2021 in Review

Sowell Financial Services sold out of Mine Safety (MSA) in Q2 2021, closing a stake of 33 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in MSA in Q3 2019 and held it in 7 quarters. The position peaked at $9K in Q4 2019. 270 funds tracked by Wall St. Rank hold MSA as of Q2 2021.

  • Sowell Financial Services reported no remaining Mine Safety position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 33 Mine Safety shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Mine Safety in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Mine Safety position peaked at $9K in Q4 2019.
  • 270 funds tracked by Wall St. Rank held Mine Safety as of Q2 2021.

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