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Sowell Financial Services’s Red Violet RDVT Stock Holding History

Sowell Financial Services’s Portfolio RDVT Stock Details RDVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,059
Closed -$39K – 2217
2021
Q1 		$39K Hold
2,059
– – ﹤0.01% 1760
2020
Q4 		$54K Sell
2,059
-2,598
-56% -$61.7K ﹤0.01% 1367
2020
Q3 		$86K Hold
4,657
– – ﹤0.01% 1025
2020
Q2 		$82K Hold
4,657
– – ﹤0.01% 1022
2020
Q1 		$84K Hold
4,657
– – 0.01% 900
2019
Q4 		$86K Sell
4,657
-779
-14% -$12.6K 0.01% 963
2019
Q3 		$69K Buy
+5,436
New +$72.5K 0.01% 917

Other funds holding RDVT

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCM
Venator Capital Management Toronto, Ontario, Canada $48.7M AUM 87.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

Sowell Financial Services sold out of Red Violet (RDVT) in Q2 2021, closing a stake of 2,059 shares — an estimated $39K sold.

Sowell Financial Services first reported a position in RDVT in Q3 2019 and held it in 7 quarters. The position peaked at $86K in Q3 2020. 41 funds tracked by Wall St. Rank hold RDVT as of Q2 2021.

  • Sowell Financial Services reported no remaining Red Violet position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,059 Red Violet shares in Q2 2021, an estimated $39K.
  • Sowell Financial Services first reported a position in Red Violet in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Red Violet position peaked at $86K in Q3 2020.
  • 41 funds tracked by Wall St. Rank held Red Violet as of Q2 2021.

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