SFS
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Sowell Financial Services’s Orthofix Medical OFIX Stock Holding History

Sowell Financial Services’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,448
Closed -$107K – 2015
2021
Q1 		$107K Buy
+2,448
New +$108K ﹤0.01% 1337

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PIM
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State Street
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PAMP
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sowell Financial Services's OFIX Position: Q2 2021 in Review

Sowell Financial Services sold out of Orthofix Medical (OFIX) in Q2 2021, closing a stake of 2,448 shares — an estimated $107K sold.

Sowell Financial Services first reported a position in OFIX in Q1 2021 and held it in 1 quarter. The position peaked at $107K in Q1 2021. 134 funds tracked by Wall St. Rank hold OFIX as of Q2 2021.

  • Sowell Financial Services reported no remaining Orthofix Medical position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,448 Orthofix Medical shares in Q2 2021, an estimated $107K.
  • Sowell Financial Services first reported a position in Orthofix Medical in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Orthofix Medical position peaked at $107K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2021.

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