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Avantax Advisory Services’s Star Bulk Carriers SBLK Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-15,986
Closed -$379K – 2260
2024
Q3 		$379K Buy
15,986
+7,357
+85% +$163K ﹤0.01% 1597
2024
Q2 		$210K Buy
+8,629
New +$215K ﹤0.01% 1923

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Avantax Advisory Services's SBLK Position: Q4 2024 in Review

Avantax Advisory Services sold out of Star Bulk Carriers (SBLK) in Q4 2024, closing a stake of 15,986 shares — an estimated $379K sold.

Avantax Advisory Services first reported a position in SBLK in Q2 2024 and held it in 2 quarters. The position peaked at $379K in Q3 2024. 220 funds tracked by Wall St. Rank hold SBLK as of Q4 2024.

  • Avantax Advisory Services reported no remaining Star Bulk Carriers position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 15,986 Star Bulk Carriers shares in Q4 2024, an estimated $379K.
  • Avantax Advisory Services first reported a position in Star Bulk Carriers in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Star Bulk Carriers position peaked at $379K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.