SFS
WK icon

Sowell Financial Services’s Workiva WK Stock Holding History

Sowell Financial Services’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-337
Closed -$29K – 2742
2021
Q1 		$29K Sell
337
-160
-32% -$15.8K ﹤0.01% 1896
2020
Q4 		$46K Sell
497
-2
-0.4% -$140 ﹤0.01% 1433
2020
Q3 		$28K Buy
499
+139
+39% +$7.74K ﹤0.01% 1415
2020
Q2 		$19K Buy
360
+14
+4% +$574 ﹤0.01% 1485
2020
Q1 		$11K Buy
346
+96
+38% +$3.99K ﹤0.01% 1593
2019
Q4 		$11K Sell
250
-6
-2% -$253 ﹤0.01% 1667
2019
Q3 		$11K Buy
+256
New +$13.5K ﹤0.01% 1513

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Brown Advisory
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T. Rowe Price Associates
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return