SFS
XYF

Sowell Financial Services’s X Financial XYF Stock Holding History

Sowell Financial Services’s Portfolio XYF Stock Details XYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-36
Closed – – 2874
2020
Q3 		$0 Buy
36
+28
+350% +$64 ﹤0.01% 2732
2020
Q2 		$0 Hold
8
– – ﹤0.01% 2694
2020
Q1 		$0 Hold
8
– – ﹤0.01% 2728
2019
Q4 		$0 Hold
8
– – ﹤0.01% 2676
2019
Q3 		$0 Buy
+8
New +$69 ﹤0.01% 2470

Other funds holding XYF

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AC
AWH Capital Dallas, Texas $110M AUM 44.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Sowell Financial Services's XYF Position: Q4 2020 in Review

Sowell Financial Services sold out of X Financial (XYF) in Q4 2020, closing a stake of 36 shares.

Sowell Financial Services first reported a position in XYF in Q3 2019 and held it in 5 quarters. The position peaked at $0 in Q3 2020. 12 funds tracked by Wall St. Rank hold XYF as of Q4 2020.

  • Sowell Financial Services reported no remaining X Financial position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 36 X Financial shares in Q4 2020.
  • Sowell Financial Services first reported a position in X Financial in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's X Financial position peaked at $0 in Q3 2020.
  • 12 funds tracked by Wall St. Rank held X Financial as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.