SFS
MTN icon

Sowell Financial Services’s Vail Resorts MTN Stock Holding History

Sowell Financial Services’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-270
Closed -$85K – 1910
2021
Q1 		$85K Sell
270
-21
-7% -$6.11K ﹤0.01% 1436
2020
Q4 		$81K Buy
291
+71
+32% +$18.3K ﹤0.01% 1231
2020
Q3 		$47K Buy
220
+170
+340% +$35K ﹤0.01% 1237
2020
Q2 		$9K Buy
50
+4
+9% +$700 ﹤0.01% 1731
2020
Q1 		$7K Buy
46
+40
+667% +$8.61K ﹤0.01% 1720
2019
Q4 		$1K Hold
6
– – ﹤0.01% 2381
2019
Q3 		$1K Buy
+6
New +$1.42K ﹤0.01% 2273

Other funds holding MTN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return