SFS
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Sowell Financial Services’s RH RH Stock Holding History

Sowell Financial Services’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-244
Closed -$167K – 2241
2021
Q1 		$167K Buy
244
+4
+2% +$1.97K 0.01% 1146
2020
Q4 		$107K Sell
240
-11
-4% -$4.53K ﹤0.01% 1126
2020
Q3 		$96K Sell
251
-327
-57% -$103K ﹤0.01% 987
2020
Q2 		$144K Buy
578
+398
+221% +$72.1K 0.01% 850
2020
Q1 		$18K Sell
180
-88
-33% -$16.4K ﹤0.01% 1433
2019
Q4 		$57K Buy
+268
New +$52.3K ﹤0.01% 1115

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sowell Financial Services sold out of RH (RH) in Q2 2021, closing a stake of 244 shares — an estimated $167K sold.

Sowell Financial Services first reported a position in RH in Q4 2019 and held it in 6 quarters. The position peaked at $167K in Q1 2021. 450 funds tracked by Wall St. Rank hold RH as of Q2 2021.

  • Sowell Financial Services reported no remaining RH position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 244 RH shares in Q2 2021, an estimated $167K.
  • Sowell Financial Services first reported a position in RH in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's RH position peaked at $167K in Q1 2021.
  • 450 funds tracked by Wall St. Rank held RH as of Q2 2021.

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