SFS
SAVE

Sowell Financial Services’s Spirit Airlines, Inc. SAVE Stock Holding History

Sowell Financial Services’s Portfolio SAVE Stock Details SAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,020
Closed -$35K – 2877
2021
Q1 		$35K Buy
1,020
+585
+134% +$18.8K ﹤0.01% 1814
2020
Q4 		$11K Hold
435
– – ﹤0.01% 1981
2020
Q3 		$7K Hold
435
– – ﹤0.01% 1920
2020
Q2 		$8K Buy
+435
New +$6.2K ﹤0.01% 1784

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Fidelity Investments
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Dimensional Fund Advisors
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USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return