SFS
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Sowell Financial Services’s Park Hotels & Resorts PK Stock Holding History

Sowell Financial Services’s Portfolio PK Stock Details PK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$2K – 2111
2021
Q1 		$2K Hold
100
– – ﹤0.01% 2842
2020
Q4 		$2K Hold
100
– – ﹤0.01% 2490
2020
Q3 		$1K Hold
100
– – ﹤0.01% 2408
2020
Q2 		$1K Buy
+100
New +$932 ﹤0.01% 2351
2020
Q1 		– Sell
-159
Closed -$4K – 2633
2019
Q4 		$4K Buy
159
+73
+85% +$1.74K ﹤0.01% 2000
2019
Q3 		$2K Buy
+86
New +$2.18K ﹤0.01% 2110

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return