SFS
ORTX

Sowell Financial Services’s Orchard Therapeutics plc American Depositary Shares ORTX Stock Holding History

Sowell Financial Services’s Portfolio ORTX Stock Details ORTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-65
Closed -$4K – 2759
2020
Q2 		$4K Sell
65
-352
-84% -$32.2K ﹤0.01% 2006
2020
Q1 		$31K Buy
+417
New +$48K ﹤0.01% 1239

Other funds holding ORTX

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CA
CHI Advisors New York $252M AUM 56.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Sowell Financial Services's ORTX Position: Q3 2020 in Review

Sowell Financial Services sold out of Orchard Therapeutics plc American Depositary Shares (ORTX) in Q3 2020, closing a stake of 65 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in ORTX in Q1 2020 and held it in 2 quarters. The position peaked at $31K in Q1 2020. 72 funds tracked by Wall St. Rank hold ORTX as of Q3 2020.

  • Sowell Financial Services reported no remaining Orchard Therapeutics plc American Depositary Shares position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 65 Orchard Therapeutics plc American Depositary Shares shares in Q3 2020, an estimated $4K.
  • Sowell Financial Services first reported a position in Orchard Therapeutics plc American Depositary Shares in Q1 2020 and held it in 2 quarters.
  • Sowell Financial Services's Orchard Therapeutics plc American Depositary Shares position peaked at $31K in Q1 2020.
  • 72 funds tracked by Wall St. Rank held Orchard Therapeutics plc American Depositary Shares as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.