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Sowell Financial Services’s UWM Holdings UWMC Stock Holding History

Sowell Financial Services’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,051
Closed -$29K – 2626
2021
Q1 		$29K Buy
+4,051
New +$39.3K ﹤0.01% 1894

Other funds holding UWMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 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 UWMC Position: Q2 2021 in Review

Sowell Financial Services sold out of UWM Holdings (UWMC) in Q2 2021, closing a stake of 4,051 shares — an estimated $29K sold.

Sowell Financial Services first reported a position in UWMC in Q1 2021 and held it in 1 quarter. The position peaked at $29K in Q1 2021. 141 funds tracked by Wall St. Rank hold UWMC as of Q2 2021.

  • Sowell Financial Services reported no remaining UWM Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,051 UWM Holdings shares in Q2 2021, an estimated $29K.
  • Sowell Financial Services first reported a position in UWM Holdings in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's UWM Holdings position peaked at $29K in Q1 2021.
  • 141 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2021.

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