SFS
ROCK icon

Sowell Financial Services’s Gibraltar Industries ROCK Stock Holding History

Sowell Financial Services’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-21
Closed -$2K – 2257
2021
Q1 		$2K Sell
21
-114
-84% -$10.5K ﹤0.01% 2844
2020
Q4 		$10K Buy
135
+114
+543% +$7.61K ﹤0.01% 2022
2020
Q3 		$1K Hold
21
– – ﹤0.01% 2419
2020
Q2 		$1K Hold
21
– – ﹤0.01% 2356
2020
Q1 		$1K Hold
21
– – ﹤0.01% 2306
2019
Q4 		$1K Hold
21
– – ﹤0.01% 2413
2019
Q3 		$1K Buy
+21
New +$879 ﹤0.01% 2296

Other funds holding ROCK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sowell Financial Services sold out of Gibraltar Industries (ROCK) in Q2 2021, closing a stake of 21 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in ROCK in Q3 2019 and held it in 7 quarters. The position peaked at $10K in Q4 2020. 215 funds tracked by Wall St. Rank hold ROCK as of Q2 2021.

  • Sowell Financial Services reported no remaining Gibraltar Industries position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 21 Gibraltar Industries shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Gibraltar Industries in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Gibraltar Industries position peaked at $10K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held Gibraltar Industries as of Q2 2021.

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