SFS
NYT icon

Sowell Financial Services’s New York Times NYT Stock Holding History

Sowell Financial Services’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-43
Closed -$2K – 2008
2021
Q1 		$2K Sell
43
-35
-45% -$1.76K ﹤0.01% 2837
2020
Q4 		$4K Hold
78
– – ﹤0.01% 2342
2020
Q3 		$3K Hold
78
– – ﹤0.01% 2147
2020
Q2 		$3K Sell
78
-72
-48% -$2.62K ﹤0.01% 2064
2020
Q1 		$5K Sell
150
-41
-21% -$1.41K ﹤0.01% 1826
2019
Q4 		$6K Sell
191
-5
-3% -$155 ﹤0.01% 1849
2019
Q3 		$6K Buy
+196
New +$6.18K ﹤0.01% 1704

Other funds holding NYT

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return