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Sowell Financial Services’s V2X VVX Stock Holding History

Sowell Financial Services’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-86
Closed -$4.38K – 2713
2019
Q4 		$4K Hold
86
– – ﹤0.01% 2014
2019
Q3 		$3K Buy
+86
New +$3.54K ﹤0.01% 1990
2017
Q1 		– Sell
-861
Closed -$20K – 558
2016
Q4 		$20K Buy
+861
New +$17.5K 0.01% 425

Other funds holding VVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sowell Financial Services's VVX Position: Q1 2020 in Review

Sowell Financial Services sold out of V2X (VVX) in Q1 2020, closing a stake of 86 shares — an estimated $4.38K sold.

Sowell Financial Services first reported a position in VVX in Q4 2016 and held it in 3 quarters. The position peaked at $20K in Q4 2016. 164 funds tracked by Wall St. Rank hold VVX as of Q1 2020.

  • Sowell Financial Services reported no remaining V2X position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 86 V2X shares in Q1 2020, an estimated $4.38K.
  • Sowell Financial Services first reported a position in V2X in Q4 2016 and held it in 3 quarters.
  • Sowell Financial Services's V2X position peaked at $20K in Q4 2016.
  • 164 funds tracked by Wall St. Rank held V2X as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.