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Sowell Financial Services’s ePlus PLUS Stock Holding History

Sowell Financial Services’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-188
Closed -$8K – 3257
2020
Q4 		$8K Buy
+188
New +$7.52K ﹤0.01% 2122
2020
Q2 		– Sell
-2,080
Closed -$65K – 2617
2020
Q1 		$65K Sell
2,080
-2,450
-54% -$93.2K ﹤0.01% 965
2019
Q4 		$191K Buy
+4,530
New +$185K 0.01% 728

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's PLUS Position: Q1 2021 in Review

Sowell Financial Services sold out of ePlus (PLUS) in Q1 2021, closing a stake of 188 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in PLUS in Q4 2019 and held it in 3 quarters. The position peaked at $191K in Q4 2019. 157 funds tracked by Wall St. Rank hold PLUS as of Q1 2021.

  • Sowell Financial Services reported no remaining ePlus position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 188 ePlus shares in Q1 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in ePlus in Q4 2019 and held it in 3 quarters.
  • Sowell Financial Services's ePlus position peaked at $191K in Q4 2019.
  • 157 funds tracked by Wall St. Rank held ePlus as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.