SFS
POST icon

Sowell Financial Services’s Post Holdings POST Stock Holding History

Sowell Financial Services’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-34
Closed -$3K – 2132
2021
Q1 		$3K Hold
34
– – ﹤0.01% 2753
2020
Q4 		$2K Hold
34
– – ﹤0.01% 2491
2020
Q3 		$2K Hold
34
– – ﹤0.01% 2252
2020
Q2 		$2K Sell
34
-160
-82% -$9.31K ﹤0.01% 2193
2020
Q1 		$11K Hold
194
– – ﹤0.01% 1582
2019
Q4 		$14K Buy
194
+145
+296% +$9.92K ﹤0.01% 1570
2019
Q3 		$3K Buy
+49
New +$3.34K ﹤0.01% 1968

Other funds holding POST

ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Sowell Financial Services sold out of Post Holdings (POST) in Q2 2021, closing a stake of 34 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in POST in Q3 2019 and held it in 7 quarters. The position peaked at $14K in Q4 2019. 325 funds tracked by Wall St. Rank hold POST as of Q2 2021.

  • Sowell Financial Services reported no remaining Post Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 34 Post Holdings shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Post Holdings in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Post Holdings position peaked at $14K in Q4 2019.
  • 325 funds tracked by Wall St. Rank held Post Holdings as of Q2 2021.

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