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

Avior 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
2025 Q2	–	Sell	-13,961	Closed	-$217K	–	769
2025 Q1	$217K	Buy	13,961 +14	+0.1%	+$218	0.01%	635
2024 Q4	$209K	Buy	13,947 +7,306	+110%	+$136K	0.01%	688
2024 Q3	$157K	Buy	6,641 +1,385	+26%	+$30.7K	0.01%	761
2024 Q2	$128K	Buy	5,256 +56	+1%	+$1.39K	0.01%	791
2024 Q1	$124K	Buy	5,200 +1,876	+56%	+$42.5K	0.01%	876
2023 Q4	$70.7K	Buy	3,324 +33	+1%	+$651	﹤0.01%	678
2023 Q3	$63.5K	Buy	3,291 +74	+2%	+$1.32K	﹤0.01%	717
2023 Q2	$56.9K	Buy	3,217 +62	+2%	+$1.19K	﹤0.01%	731
2023 Q1	$66.6K	Hold	3,155	–	–	﹤0.01%	714
2022 Q4	$60.7K	Hold	3,155	–	–	﹤0.01%	593
2022 Q3	$55K	Buy	3,155 +1,292	+69%	+$29.5K	﹤0.01%	589
2022 Q2	$46K	Buy	+1,863	New	+$54K	﹤0.01%	581

Other funds holding SBLK

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Avior Wealth Management's SBLK Position: Q2 2025 in Review

Avior Wealth Management sold out of Star Bulk Carriers (SBLK) in Q2 2025, closing a stake of 13,961 shares — an estimated $217K sold.

Avior Wealth Management first reported a position in SBLK in Q2 2022 and held it in 12 quarters. The position peaked at $217K in Q1 2025. 173 funds tracked by Wall St. Rank hold SBLK as of Q2 2025.

Avior Wealth Management reported no remaining Star Bulk Carriers position as of Q2 2025 after selling out during the quarter.
Avior Wealth Management sold 13,961 Star Bulk Carriers shares in Q2 2025, an estimated $217K.
Avior Wealth Management first reported a position in Star Bulk Carriers in Q2 2022 and held it in 12 quarters.
Avior Wealth Management's Star Bulk Carriers position peaked at $217K in Q1 2025.
173 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2025.

Based on Avior Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.