SFS
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Sowell Financial Services’s Spire SR Stock Holding History

Sowell Financial Services’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-500
Closed -$32K – 3292
2020
Q4 		$32K Sell
500
-59
-11% -$3.6K ﹤0.01% 1560
2020
Q3 		$30K Buy
559
+500
+847% +$29.8K ﹤0.01% 1385
2020
Q2 		$4K Sell
59
-62
-51% -$4.42K ﹤0.01% 1993
2020
Q1 		$9K Buy
121
+58
+92% +$4.65K ﹤0.01% 1651
2019
Q4 		$5K Buy
63
+4
+7% +$328 ﹤0.01% 1922
2019
Q3 		$5K Buy
+59
New +$4.97K ﹤0.01% 1778

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sowell Financial Services's SR Position: Q1 2021 in Review

Sowell Financial Services sold out of Spire (SR) in Q1 2021, closing a stake of 500 shares — an estimated $32K sold.

Sowell Financial Services first reported a position in SR in Q3 2019 and held it in 6 quarters. The position peaked at $32K in Q4 2020. 274 funds tracked by Wall St. Rank hold SR as of Q1 2021.

  • Sowell Financial Services reported no remaining Spire position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 500 Spire shares in Q1 2021, an estimated $32K.
  • Sowell Financial Services first reported a position in Spire in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Spire position peaked at $32K in Q4 2020.
  • 274 funds tracked by Wall St. Rank held Spire as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.