SFS
MVBF icon

Sowell Financial Services’s MVB Financial MVBF Stock Holding History

Sowell Financial Services’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-37,246
Closed -$1.59M – 530
2021
Q2 		$1.59M Sell
37,246
-7,600
-17% -$310K 0.11% 225
2021
Q1 		$1.78M Buy
+44,846
New +$1.26M 0.06% 271

Other funds holding MVBF

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EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sowell Financial Services's MVBF Position: Q3 2021 in Review

Sowell Financial Services sold out of MVB Financial (MVBF) in Q3 2021, closing a stake of 37,246 shares — an estimated $1.59M sold.

Sowell Financial Services first reported a position in MVBF in Q1 2021 and held it in 2 quarters. The position peaked at $1.78M in Q1 2021. 78 funds tracked by Wall St. Rank hold MVBF as of Q3 2021.

  • Sowell Financial Services reported no remaining MVB Financial position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 37,246 MVB Financial shares in Q3 2021, an estimated $1.59M.
  • Sowell Financial Services first reported a position in MVB Financial in Q1 2021 and held it in 2 quarters.
  • Sowell Financial Services's MVB Financial position peaked at $1.78M in Q1 2021.
  • 78 funds tracked by Wall St. Rank held MVB Financial as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.