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SFS
Sowell Financial Services’s
Rogers Corp
ROG
Stock Holding History
Sowell Financial Services’s Portfolio
ROG Stock Details
ROG Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-848
Closed
-$162K
–
2261
2021
Q1
$162K
Buy
848
+842
+14,033%
+$150K
0.01%
1159
2020
Q4
$1K
Sell
6
-17
-74%
-$2.25K
﹤0.01%
2613
2020
Q3
$2K
Hold
23
–
–
﹤0.01%
2262
2020
Q2
$3K
Buy
23
+2
+10%
+$214
﹤0.01%
2074
2020
Q1
$2K
Hold
21
–
–
﹤0.01%
2111
2019
Q4
$3K
Buy
21
+5
+31%
+$676
﹤0.01%
2094
2019
Q3
$2K
Buy
+16
New
+$2.36K
﹤0.01%
2121
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1-Year Est. Return
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1-Year Est. Return
Dimensional Fund Advisors
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1-Year Est. Return
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1-Year Est. Return
CCA
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6.26%
1-Year Est. Return
SAM
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$13.8B AUM
28.39%
1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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$30.5B AUM
29.95%
1-Year Est. Return
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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
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