SFS
SASR

Sowell Financial Services’s Sandy Spring Bancorp Inc SASR Stock Holding History

Sowell Financial Services’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-154
Closed -$7K – 2851
2021
Q1 		$7K Buy
+154
New +$5.85K ﹤0.01% 2488

Other funds holding SASR

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Sowell Financial Services sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2021, closing a stake of 154 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in SASR in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 196 funds tracked by Wall St. Rank hold SASR as of Q2 2021.

  • Sowell Financial Services reported no remaining Sandy Spring Bancorp Inc position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 154 Sandy Spring Bancorp Inc shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Sandy Spring Bancorp Inc in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Sandy Spring Bancorp Inc position peaked at $7K in Q1 2021.
  • 196 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2021.

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