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Affinity Wealth Management’s Star Bulk Carriers SBLK Stock Holding History

Affinity Wealth Management’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20,390
Closed -$453K – 101
2022
Q2 		$453K Sell
20,390
-14
-0.1% -$406 0.1% 62
2022
Q1 		$597K Buy
20,404
+8,800
+76% +$230K 0.12% 57
2021
Q4 		$246K Sell
11,604
-853
-7% -$17.9K 0.05% 99
2021
Q3 		$292K Buy
+12,457
New +$262K 0.06% 93

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Affinity Wealth Management's SBLK Position: Q3 2022 in Review

Affinity Wealth Management sold out of Star Bulk Carriers (SBLK) in Q3 2022, closing a stake of 20,390 shares — an estimated $453K sold.

Affinity Wealth Management first reported a position in SBLK in Q3 2021 and held it in 4 quarters. The position peaked at $597K in Q1 2022. 164 funds tracked by Wall St. Rank hold SBLK as of Q3 2022.

  • Affinity Wealth Management reported no remaining Star Bulk Carriers position as of Q3 2022 after selling out during the quarter.
  • Affinity Wealth Management sold 20,390 Star Bulk Carriers shares in Q3 2022, an estimated $453K.
  • Affinity Wealth Management first reported a position in Star Bulk Carriers in Q3 2021 and held it in 4 quarters.
  • Affinity Wealth Management's Star Bulk Carriers position peaked at $597K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2022.

Based on Affinity Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.