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Sowell Financial Services’s SPS Commerce SPSC Stock Holding History

Sowell Financial Services’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-357
Closed -$35K – 2412
2021
Q1 		$35K Sell
357
-251
-41% -$26.5K ﹤0.01% 1812
2020
Q4 		$66K Sell
608
-8
-1% -$751 ﹤0.01% 1303
2020
Q3 		$48K Buy
616
+158
+34% +$12K ﹤0.01% 1226
2020
Q2 		$34K Buy
458
+30
+7% +$1.83K ﹤0.01% 1291
2020
Q1 		$20K Buy
428
+56
+15% +$2.95K ﹤0.01% 1401
2019
Q4 		$21K Buy
372
+10
+3% +$532 ﹤0.01% 1429
2019
Q3 		$17K Buy
+362
New +$18.4K ﹤0.01% 1350

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Sowell Financial Services sold out of SPS Commerce (SPSC) in Q2 2021, closing a stake of 357 shares — an estimated $35K sold.

Sowell Financial Services first reported a position in SPSC in Q3 2019 and held it in 7 quarters. The position peaked at $66K in Q4 2020. 278 funds tracked by Wall St. Rank hold SPSC as of Q2 2021.

  • Sowell Financial Services reported no remaining SPS Commerce position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 357 SPS Commerce shares in Q2 2021, an estimated $35K.
  • Sowell Financial Services first reported a position in SPS Commerce in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's SPS Commerce position peaked at $66K in Q4 2020.
  • 278 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2021.

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