Sowell Financial Services’s RB Global RBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-27,103	Closed	-$1.61M	–	544
2021 Q2	$1.61M	Sell	27,103 -1,131	-4%	-$69.6K	0.11%	218
2021 Q1	$1.86M	Buy	28,234 +27,790	+6,259%	+$1.63M	0.06%	262
2020 Q4	$31K	Buy	444 +47	+12%	+$3.11K	﹤0.01%	1571
2020 Q3	$24K	Sell	397 -75	-16%	-$3.96K	﹤0.01%	1484
2020 Q2	$19K	Hold	472	–	–	﹤0.01%	1482
2020 Q1	$16K	Hold	472	–	–	﹤0.01%	1463
2019 Q4	$20K	Hold	472	–	–	﹤0.01%	1441
2019 Q3	$19K	Buy	+472	New	+$17.5K	﹤0.01%	1301
2017 Q1	–	Sell	-300	Closed	-$9K	–	507
2016 Q4	$9K	Buy	+300	New	+$10.9K	﹤0.01%	492

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Sowell Financial Services's RBA Position: Q3 2021 in Review

Sowell Financial Services sold out of RB Global (RBA) in Q3 2021, closing a stake of 27,103 shares — an estimated $1.61M sold.

Sowell Financial Services first reported a position in RBA in Q4 2016 and held it in 9 quarters. The position peaked at $1.86M in Q1 2021. 267 funds tracked by Wall St. Rank hold RBA as of Q3 2021.

Sowell Financial Services reported no remaining RB Global position as of Q3 2021 after selling out during the quarter.
Sowell Financial Services sold 27,103 RB Global shares in Q3 2021, an estimated $1.61M.
Sowell Financial Services first reported a position in RB Global in Q4 2016 and held it in 9 quarters.
Sowell Financial Services's RB Global position peaked at $1.86M in Q1 2021.
267 funds tracked by Wall St. Rank held RB Global as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.