Advisory Services Network’s Safe Bulkers SB Stock Holding History

Advisory Services Network’s Portfolio SB Stock Details SB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-50	Closed	-$197	–	3256
2023 Q4	$197	Buy	+50	New	+$176	﹤0.01%	3731
2023 Q2	–	Sell	-50	Closed	-$185	–	3254
2023 Q1	$185	Hold	50	–	–	﹤0.01%	3857
2022 Q4	$146	Buy	+50	New	+$138	﹤0.01%	3885

Other funds holding SB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Advisory Services Network's SB Position: Q1 2024 in Review

Advisory Services Network sold out of Safe Bulkers (SB) in Q1 2024, closing a stake of 50 shares — an estimated $197 sold.

Advisory Services Network first reported a position in SB in Q4 2022 and held it in 3 quarters. The position peaked at $197 in Q4 2023. 123 funds tracked by Wall St. Rank hold SB as of Q1 2024.

Advisory Services Network reported no remaining Safe Bulkers position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 50 Safe Bulkers shares in Q1 2024, an estimated $197.
Advisory Services Network first reported a position in Safe Bulkers in Q4 2022 and held it in 3 quarters.
Advisory Services Network's Safe Bulkers position peaked at $197 in Q4 2023.
123 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.