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Sowell Financial Services’s Marriott Vacations Worldwide VAC Stock Holding History

Sowell Financial Services’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-89
Closed -$15K – 2628
2021
Q1 		$15K Hold
89
– – ﹤0.01% 2175
2020
Q4 		$12K Hold
89
– – ﹤0.01% 1952
2020
Q3 		$8K Hold
89
– – ﹤0.01% 1886
2020
Q2 		$7K Sell
89
-30
-25% -$2.44K ﹤0.01% 1817
2020
Q1 		$7K Sell
119
-2,030
-94% -$211K ﹤0.01% 1740
2019
Q4 		$277K Buy
2,149
+2,030
+1,706% +$238K 0.02% 609
2019
Q3 		$12K Buy
+119
New +$11.7K ﹤0.01% 1482

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Principal Financial Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Sowell Financial Services sold out of Marriott Vacations Worldwide (VAC) in Q2 2021, closing a stake of 89 shares — an estimated $15K sold.

Sowell Financial Services first reported a position in VAC in Q3 2019 and held it in 7 quarters. The position peaked at $277K in Q4 2019. 392 funds tracked by Wall St. Rank hold VAC as of Q2 2021.

  • Sowell Financial Services reported no remaining Marriott Vacations Worldwide position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 89 Marriott Vacations Worldwide shares in Q2 2021, an estimated $15K.
  • Sowell Financial Services first reported a position in Marriott Vacations Worldwide in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Marriott Vacations Worldwide position peaked at $277K in Q4 2019.
  • 392 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2021.

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