Sowell Financial Services’s Warner Music WMG Stock Holding History

Sowell Financial Services’s Portfolio WMG Stock Details WMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-14	Closed	–	–	2740
2021 Q1	$0	Sell	14 -4	-22%	-$143	﹤0.01%	3315
2020 Q4	$1K	Buy	+18	New	+$549	﹤0.01%	2635

Other funds holding WMG

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.44B AUM 28.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

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

Sowell Financial Services sold out of Warner Music (WMG) in Q2 2021, closing a stake of 14 shares.

Sowell Financial Services first reported a position in WMG in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 151 funds tracked by Wall St. Rank hold WMG as of Q2 2021.

Sowell Financial Services reported no remaining Warner Music position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 14 Warner Music shares in Q2 2021.
Sowell Financial Services first reported a position in Warner Music in Q4 2020 and held it in 2 quarters.
Sowell Financial Services's Warner Music position peaked at $1K in Q4 2020.
151 funds tracked by Wall St. Rank held Warner Music as of Q2 2021.

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