SFS
WPRT

Sowell Financial Services’s Westport Fuel Systems WPRT Stock Holding History

Sowell Financial Services’s Portfolio WPRT Stock Details WPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,800
Closed -$17K – 842
2023
Q1 		$17K Buy
+1,800
New +$18.4K ﹤0.01% 756
2021
Q2 		– Sell
-1,050
Closed -$64K – 2749
2021
Q1 		$64K Buy
1,050
+985
+1,515% +$83.3K ﹤0.01% 1549
2020
Q4 		$3K Hold
65
– – ﹤0.01% 2421
2020
Q3 		$1K Hold
65
– – ﹤0.01% 2451
2020
Q2 		$1K Hold
65
– – ﹤0.01% 2393
2020
Q1 		$1K Buy
+65
New +$1.34K ﹤0.01% 2340

Other funds holding WPRT

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GWI
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STB
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Sowell Financial Services's WPRT Position: Q2 2023 in Review

Sowell Financial Services sold out of Westport Fuel Systems (WPRT) in Q2 2023, closing a stake of 1,800 shares — an estimated $17K sold.

Sowell Financial Services first reported a position in WPRT in Q1 2020 and held it in 6 quarters. The position peaked at $64K in Q1 2021. 56 funds tracked by Wall St. Rank hold WPRT as of Q2 2023.

  • Sowell Financial Services reported no remaining Westport Fuel Systems position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 1,800 Westport Fuel Systems shares in Q2 2023, an estimated $17K.
  • Sowell Financial Services first reported a position in Westport Fuel Systems in Q1 2020 and held it in 6 quarters.
  • Sowell Financial Services's Westport Fuel Systems position peaked at $64K in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Westport Fuel Systems as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.