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	–	3298
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

Other funds holding SR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return