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Sowell Financial Services’s XBiotech XBIT Stock Holding History

Sowell Financial Services’s Portfolio XBIT Stock Details XBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-650
Closed -$10K – 3318
2020
Q4 		$10K Hold
650
– – ﹤0.01% 2030
2020
Q3 		$12K Hold
650
– – ﹤0.01% 1766
2020
Q2 		$9K Hold
650
– – ﹤0.01% 1745
2020
Q1 		$7K Buy
650
+300
+86% +$4.88K ﹤0.01% 1742
2019
Q4 		$7K Buy
+350
New +$4.51K ﹤0.01% 1811

Other funds holding XBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sowell Financial Services sold out of XBiotech (XBIT) in Q1 2021, closing a stake of 650 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in XBIT in Q4 2019 and held it in 5 quarters. The position peaked at $12K in Q3 2020. 65 funds tracked by Wall St. Rank hold XBIT as of Q1 2021.

  • Sowell Financial Services reported no remaining XBiotech position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 650 XBiotech shares in Q1 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in XBiotech in Q4 2019 and held it in 5 quarters.
  • Sowell Financial Services's XBiotech position peaked at $12K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held XBiotech as of Q1 2021.

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