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	–	2219
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

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Venator Capital Management Toronto, Ontario, Canada $42.5M AUM 87.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return