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Sowell Financial Services’s Pacific Biosciences PACB Stock Holding History

Sowell Financial Services’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-716
Closed -$17K – 2052
2021
Q1 		$17K Sell
716
-569
-44% -$19.9K ﹤0.01% 2119
2020
Q4 		$33K Sell
1,285
-1,215
-49% -$20.6K ﹤0.01% 1545
2020
Q3 		$25K Sell
2,500
-410
-14% -$2.36K ﹤0.01% 1465
2020
Q2 		$10K Hold
2,910
– – ﹤0.01% 1700
2020
Q1 		$9K Buy
2,910
+1,130
+63% +$4.63K ﹤0.01% 1645
2019
Q4 		$9K Hold
1,780
– – ﹤0.01% 1724
2019
Q3 		$9K Buy
+1,780
New +$9.96K ﹤0.01% 1572

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sowell Financial Services sold out of Pacific Biosciences (PACB) in Q2 2021, closing a stake of 716 shares — an estimated $17K sold.

Sowell Financial Services first reported a position in PACB in Q3 2019 and held it in 7 quarters. The position peaked at $33K in Q4 2020. 262 funds tracked by Wall St. Rank hold PACB as of Q2 2021.

  • Sowell Financial Services reported no remaining Pacific Biosciences position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 716 Pacific Biosciences shares in Q2 2021, an estimated $17K.
  • Sowell Financial Services first reported a position in Pacific Biosciences in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Pacific Biosciences position peaked at $33K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2021.

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