Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
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
–
2243
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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Berkshire Hathaway
Omaha, Nebraska
$263B AUM
16.68%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
LPC
Lone Pine Capital
Greenwich, Connecticut
$12.5B AUM
54.4%
1-Year Est. Return
DCP
D1 Capital Partners
New York
$11.2B AUM
15.78%
1-Year Est. Return
DCP
Durable Capital Partners
Bethesda, Maryland
$9.71B AUM
26.27%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close