Asset Planning Inc’s Safe Bulkers SB Stock Holding History

Asset Planning Inc’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
2025 Q1	–	Sell	-535	Closed	-$1.91K	–	322
2024 Q4	$1.91K	Buy	+535	New	+$2.23K	﹤0.01%	289

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BCM

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

Asset Planning Inc's SB Position: Q1 2025 in Review

Asset Planning Inc sold out of Safe Bulkers (SB) in Q1 2025, closing a stake of 535 shares — an estimated $1.91K sold.

Asset Planning Inc first reported a position in SB in Q4 2024 and held it in 1 quarter. The position peaked at $1.91K in Q4 2024. 140 funds tracked by Wall St. Rank hold SB as of Q1 2025.

Asset Planning Inc reported no remaining Safe Bulkers position as of Q1 2025 after selling out during the quarter.
Asset Planning Inc sold 535 Safe Bulkers shares in Q1 2025, an estimated $1.91K.
Asset Planning Inc first reported a position in Safe Bulkers in Q4 2024 and held it in 1 quarter.
Asset Planning Inc's Safe Bulkers position peaked at $1.91K in Q4 2024.
140 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.