Affinity World Leaders Equity shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Affinity World Leaders Equity (WLDR) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Affinity World Leaders Equity
Tip: Access up to 7 years of quarterly data
All positions including Affinity World Leaders Equity held by Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Affinity World Leaders Equity by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 694k | 33.08 |
| 2024-06-30 | $22M | 722k | 30.75 |
| 2024-03-31 | $24M | 764k | 31.22 |
| 2023-12-31 | $21M | 770k | 27.38 |
| 2023-09-30 | $20M | 788k | 25.39 |
| 2023-06-30 | $19M | 718k | 26.08 |
| 2023-03-31 | $14M | 571k | 24.65 |
| 2022-12-31 | $15M | 630k | 23.58 |
| 2022-09-30 | $9.3M | 453k | 20.56 |
| 2022-06-30 | $11M | 493k | 22.19 |
| 2022-03-31 | $8.3M | 319k | 25.98 |
| 2021-12-31 | $13M | 464k | 26.92 |
| 2021-09-30 | $12M | 462k | 26.92 |
| 2021-06-30 | $12M | 451k | 27.32 |
| 2021-03-31 | $15M | 534k | 27.21 |
| 2020-12-31 | $12M | 501k | 22.89 |
| 2020-09-30 | $10M | 508k | 20.43 |
| 2020-06-30 | $6.4M | 323k | 19.69 |
Top funds holding Affinity World Leaders Equity
View all funds holding Affinity World Leaders Equity