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Arkadios Wealth Advisors’s Safe Bulkers SB Stock Holding History

Arkadios Wealth Advisors’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
Q2 		– Sell
-54,928
Closed -$272K – 904
2024
Q1 		$272K Buy
+54,928
New +$242K 0.02% 566

Other funds holding SB

BlackRock
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arkadios Wealth Advisors's SB Position: Q2 2024 in Review

Arkadios Wealth Advisors sold out of Safe Bulkers (SB) in Q2 2024, closing a stake of 54,928 shares — an estimated $272K sold.

Arkadios Wealth Advisors first reported a position in SB in Q1 2024 and held it in 1 quarter. The position peaked at $272K in Q1 2024. 137 funds tracked by Wall St. Rank hold SB as of Q2 2024.

  • Arkadios Wealth Advisors reported no remaining Safe Bulkers position as of Q2 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 54,928 Safe Bulkers shares in Q2 2024, an estimated $272K.
  • Arkadios Wealth Advisors first reported a position in Safe Bulkers in Q1 2024 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Safe Bulkers position peaked at $272K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.