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Avidian Wealth Enterprises’s Star Bulk Carriers SBLK Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-15,652
Closed -$274K – 470
2022
Q3 		$274K Hold
15,652
– – 0.02% 339
2022
Q2 		$391K Hold
15,652
– – 0.03% 302
2022
Q1 		$465K Buy
15,652
+1,000
+7% +$26.1K 0.03% 313
2021
Q4 		$332K Buy
14,652
+88
+0.6% +$1.85K 0.02% 385
2021
Q3 		$350K Hold
14,564
– – 0.03% 275
2021
Q2 		$334K Buy
+14,564
New +$288K 0.03% 292

Other funds holding SBLK

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Avidian Wealth Enterprises's SBLK Position: Q4 2022 in Review

Avidian Wealth Enterprises sold out of Star Bulk Carriers (SBLK) in Q4 2022, closing a stake of 15,652 shares — an estimated $274K sold.

Avidian Wealth Enterprises first reported a position in SBLK in Q2 2021 and held it in 6 quarters. The position peaked at $465K in Q1 2022. 161 funds tracked by Wall St. Rank hold SBLK as of Q4 2022.

  • Avidian Wealth Enterprises reported no remaining Star Bulk Carriers position as of Q4 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 15,652 Star Bulk Carriers shares in Q4 2022, an estimated $274K.
  • Avidian Wealth Enterprises first reported a position in Star Bulk Carriers in Q2 2021 and held it in 6 quarters.
  • Avidian Wealth Enterprises's Star Bulk Carriers position peaked at $465K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q4 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2022, filed 6 Feb 2023.