SFS
USAP

Sowell Financial Services’s Universal Stainless & Alloy USAP Stock Holding History

Sowell Financial Services’s Portfolio USAP Stock Details USAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-42,609
Closed -$1.65M – 627
2024
Q3 		$1.65M Buy
+42,609
New +$1.52M 0.08% 269

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MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Sowell Financial Services's USAP Position: Q4 2024 in Review

Sowell Financial Services sold out of Universal Stainless & Alloy (USAP) in Q4 2024, closing a stake of 42,609 shares — an estimated $1.65M sold.

Sowell Financial Services first reported a position in USAP in Q3 2024 and held it in 1 quarter. The position peaked at $1.65M in Q3 2024. 132 funds tracked by Wall St. Rank hold USAP as of Q4 2024.

  • Sowell Financial Services reported no remaining Universal Stainless & Alloy position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 42,609 Universal Stainless & Alloy shares in Q4 2024, an estimated $1.65M.
  • Sowell Financial Services first reported a position in Universal Stainless & Alloy in Q3 2024 and held it in 1 quarter.
  • Sowell Financial Services's Universal Stainless & Alloy position peaked at $1.65M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.