SFS
TRIP icon

Sowell Financial Services’s TripAdvisor TRIP Stock Holding History

Sowell Financial Services’s Portfolio TRIP Stock Details TRIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-279
Closed -$12K – 2534
2021
Q1 		$12K Sell
279
-55
-16% -$2.36K ﹤0.01% 2251
2020
Q4 		$10K Buy
334
+113
+51% +$2.72K ﹤0.01% 2026
2020
Q3 		$4K Buy
221
+9
+4% +$189 ﹤0.01% 2081
2020
Q2 		$4K Sell
212
-56
-21% -$1.07K ﹤0.01% 1995
2020
Q1 		$5K Sell
268
-30
-10% -$760 ﹤0.01% 1835
2019
Q4 		$9K Hold
298
– – ﹤0.01% 1731
2019
Q3 		$12K Buy
+298
New +$12.4K ﹤0.01% 1480

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WRCM
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Fidelity International
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D.E. Shaw & Co
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State Street
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TCMI
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Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return