Sowell Financial Services’s Smith & Nephew SNN Stock Holding History

Sowell Financial Services’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-10,847	Closed	-$471K	–	550
2021 Q2	$471K	Sell	10,847 -17	-0.2%	-$715	0.03%	424
2021 Q1	$474K	Buy	10,864 +2,083	+24%	+$86K	0.02%	658
2020 Q4	$370K	Buy	8,781 +1,663	+23%	+$65.8K	0.02%	612
2020 Q3	$278K	Sell	7,118 -16	-0.2%	-$644	0.01%	639
2020 Q2	$272K	Sell	7,134 -1,518	-18%	-$60.2K	0.01%	628
2020 Q1	$310K	Buy	8,652 +1,061	+14%	+$47K	0.02%	531
2019 Q4	$365K	Buy	7,591 +7,308	+2,582%	+$330K	0.03%	539
2019 Q3	$14K	Buy	+283	New	+$13K	﹤0.01%	1418

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Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return