SFS
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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 – 2054
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 $12.9B AUM 64.92% 1-Year Est. Return
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
SM
SB Management Abu Dhabi, United Arab Emirates $512M AUM 40.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return