SFS
TRQ

Sowell Financial Services’s Turquoise Hill Resources Ltd TRQ Stock Holding History

Sowell Financial Services’s Portfolio TRQ Stock Details TRQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,084
Closed -$387K – 552
2022
Q3 		$387K Hold
13,084
– – 0.04% 344
2022
Q2 		$350K Buy
+13,084
New +$370K 0.03% 244
2022
Q1 		– Sell
-18,774
Closed -$309K – 549
2021
Q4 		$309K Buy
18,774
+380
+2% +$5.37K 0.02% 482
2021
Q3 		$271K Hold
18,394
– – 0.02% 457
2021
Q2 		$310K Buy
18,394
+1,817
+11% +$32.2K 0.02% 472
2021
Q1 		$315K Buy
+16,577
New +$235K 0.01% 828

Other funds holding TRQ

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Sowell Financial Services's TRQ Position: Q4 2022 in Review

Sowell Financial Services sold out of Turquoise Hill Resources Ltd (TRQ) in Q4 2022, closing a stake of 13,084 shares — an estimated $387K sold.

Sowell Financial Services first reported a position in TRQ in Q1 2021 and held it in 6 quarters. The position peaked at $387K in Q3 2022. 3 funds tracked by Wall St. Rank hold TRQ as of Q4 2022.

  • Sowell Financial Services reported no remaining Turquoise Hill Resources Ltd position as of Q4 2022 after selling out during the quarter.
  • Sowell Financial Services sold 13,084 Turquoise Hill Resources Ltd shares in Q4 2022, an estimated $387K.
  • Sowell Financial Services first reported a position in Turquoise Hill Resources Ltd in Q1 2021 and held it in 6 quarters.
  • Sowell Financial Services's Turquoise Hill Resources Ltd position peaked at $387K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Turquoise Hill Resources Ltd as of Q4 2022.

Based on Sowell Financial Services's 13F filing for Q4 2022, filed 9 Feb 2023.