SFS
NEU icon

Sowell Financial Services’s NewMarket NEU Stock Holding History

Sowell Financial Services’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-33
Closed -$13K – 3234
2020
Q4 		$13K Buy
33
+9
+38% +$3.35K ﹤0.01% 1920
2020
Q3 		$8K Buy
24
+1
+4% +$380 ﹤0.01% 1876
2020
Q2 		$9K Sell
23
-33
-59% -$13.6K ﹤0.01% 1732
2020
Q1 		$22K Buy
56
+8
+17% +$3.38K ﹤0.01% 1359
2019
Q4 		$23K Sell
48
-3
-6% -$1.44K ﹤0.01% 1388
2019
Q3 		$24K Buy
+51
New +$22.8K ﹤0.01% 1219

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return