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Sowell Financial Services’s Riot Platforms RIOT Stock Holding History

Sowell Financial Services’s Portfolio RIOT Stock Details RIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,286
Closed -$252K – 430
2021
Q4 		$252K Sell
11,286
-190
-2% -$5.66K 0.01% 491
2021
Q3 		$295K Sell
11,476
-246
-2% -$7.92K 0.02% 449
2021
Q2 		$442K Buy
11,722
+7,301
+165% +$261K 0.03% 438
2021
Q1 		$148K Sell
4,421
-1,106
-20% -$44.8K 0.01% 1195
2020
Q4 		$94K Buy
+5,527
New +$36.7K ﹤0.01% 1175

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.17B AUM 89.02% 1-Year Est. Return