Sowell Financial Services’s WidePoint Corp WYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-100	Closed	-$1K	–	3317
2020 Q4	$1K	Buy	+100	New	+$753	﹤0.01%	2637

Other funds holding WYY

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Sowell Financial Services's WYY Position: Q1 2021 in Review

Sowell Financial Services sold out of WidePoint Corp (WYY) in Q1 2021, closing a stake of 100 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in WYY in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 24 funds tracked by Wall St. Rank hold WYY as of Q1 2021.

Sowell Financial Services reported no remaining WidePoint Corp position as of Q1 2021 after selling out during the quarter.
Sowell Financial Services sold 100 WidePoint Corp shares in Q1 2021, an estimated $1K.
Sowell Financial Services first reported a position in WidePoint Corp in Q4 2020 and held it in 1 quarter.
Sowell Financial Services's WidePoint Corp position peaked at $1K in Q4 2020.
24 funds tracked by Wall St. Rank held WidePoint Corp as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.