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Sowell Financial Services’s TriCo Bancshares TCBK Stock Holding History

Sowell Financial Services’s Portfolio TCBK Stock Details TCBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-134
Closed -$6K – 2470
2021
Q1 		$6K Buy
+134
New +$5.78K ﹤0.01% 2552

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sowell Financial Services sold out of TriCo Bancshares (TCBK) in Q2 2021, closing a stake of 134 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in TCBK in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 146 funds tracked by Wall St. Rank hold TCBK as of Q2 2021.

  • Sowell Financial Services reported no remaining TriCo Bancshares position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 134 TriCo Bancshares shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in TriCo Bancshares in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's TriCo Bancshares position peaked at $6K in Q1 2021.
  • 146 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2021.

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