SFS
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Sowell Financial Services’s OR Royalties Inc OR Stock Holding History

Sowell Financial Services’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-64,843
Closed -$891K – 534
2021
Q2 		$891K Buy
+64,843
New +$867K 0.06% 328

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EIG
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Vanguard Group
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SI
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Millennium Management
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Invesco
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Fidelity Investments
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SVG
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Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Sowell Financial Services sold out of OR Royalties Inc (OR) in Q3 2021, closing a stake of 64,843 shares — an estimated $891K sold.

Sowell Financial Services first reported a position in OR in Q2 2021 and held it in 1 quarter. The position peaked at $891K in Q2 2021. 136 funds tracked by Wall St. Rank hold OR as of Q3 2021.

  • Sowell Financial Services reported no remaining OR Royalties Inc position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 64,843 OR Royalties Inc shares in Q3 2021, an estimated $891K.
  • Sowell Financial Services first reported a position in OR Royalties Inc in Q2 2021 and held it in 1 quarter.
  • Sowell Financial Services's OR Royalties Inc position peaked at $891K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2021.

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