Sowell Financial Services’s Performant Healthcare Inc PHLT Stock Holding History

Sowell Financial Services’s Portfolio PHLT Stock Details PHLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-85	Closed	–	–	2838
2021 Q1	$0	Sell	85 -1,000	-92%	-$1.36K	﹤0.01%	3334
2020 Q4	$1K	Hold	1,085	–	–	﹤0.01%	2640
2020 Q3	$1K	Hold	1,085	–	–	﹤0.01%	2455
2020 Q2	$1K	Hold	1,085	–	–	﹤0.01%	2397
2020 Q1	$1K	Hold	1,085	–	–	﹤0.01%	2345
2019 Q4	$1K	Hold	1,085	–	–	﹤0.01%	2452
2019 Q3	$1K	Buy	+1,085	New	+$1.28K	﹤0.01%	2330

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Renaissance Technologies

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Tudor Investment Corp

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Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Parkman Healthcare Partners Stamford, Connecticut $965M AUM 79.46% 1-Year Est. Return

Prelude Capital Management New York $1.3B AUM 62.01% 1-Year Est. Return