SFS
PPBT

Sowell Financial Services’s Purple Biotech PPBT Stock Holding History

Sowell Financial Services’s Portfolio PPBT Stock Details PPBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2
Closed -$4K – 2672
2020
Q2 		$4K Buy
+2
New +$1.97K ﹤0.01% 1983

Other funds holding PPBT

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SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $5.32B AUM 30.24% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's PPBT Position: Q3 2020 in Review

Sowell Financial Services sold out of Purple Biotech (PPBT) in Q3 2020, closing a stake of 2 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in PPBT in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 15 funds tracked by Wall St. Rank hold PPBT as of Q3 2020.

  • Sowell Financial Services reported no remaining Purple Biotech position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 2 Purple Biotech shares in Q3 2020, an estimated $4K.
  • Sowell Financial Services first reported a position in Purple Biotech in Q2 2020 and held it in 1 quarter.
  • Sowell Financial Services's Purple Biotech position peaked at $4K in Q2 2020.
  • 15 funds tracked by Wall St. Rank held Purple Biotech as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.