SFS
SCS

Sowell Financial Services’s Steelcase SCS Stock Holding History

Sowell Financial Services’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,640
Closed -$51K – 2319
2021
Q1 		$51K Buy
3,640
+620
+21% +$8.78K ﹤0.01% 1654
2020
Q4 		$41K Buy
3,020
+830
+38% +$10.2K ﹤0.01% 1472
2020
Q3 		$22K Buy
2,190
+527
+32% +$5.67K ﹤0.01% 1521
2020
Q2 		$20K Buy
1,663
+125
+8% +$1.37K ﹤0.01% 1467
2020
Q1 		$15K Buy
1,538
+993
+182% +$16.4K ﹤0.01% 1486
2019
Q4 		$11K Buy
+545
New +$10.1K ﹤0.01% 1660

Other funds holding SCS

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EARNEST Partners
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return