SFS
VG

Sowell Financial Services’s Vonage Holdings Corporation VG Stock Holding History

Sowell Financial Services’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$1K – 3224
2021
Q1 		$1K Sell
100
-448
-82% -$5.83K ﹤0.01% 3077
2020
Q4 		$7K Buy
548
+448
+448% +$5.45K ﹤0.01% 2187
2020
Q3 		$1K Buy
+100
New +$1.11K ﹤0.01% 2491

Other funds holding VG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $40.6M AUM 156.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Sowell Financial Services sold out of Vonage Holdings Corporation (VG) in Q2 2021, closing a stake of 100 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in VG in Q3 2020 and held it in 3 quarters. The position peaked at $7K in Q4 2020. 245 funds tracked by Wall St. Rank hold VG as of Q2 2021.

  • Sowell Financial Services reported no remaining Vonage Holdings Corporation position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 100 Vonage Holdings Corporation shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Vonage Holdings Corporation in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's Vonage Holdings Corporation position peaked at $7K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held Vonage Holdings Corporation as of Q2 2021.

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