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Axxcess Wealth Management’s Diana Shipping DSX Stock Holding History

Axxcess Wealth Management’s Portfolio DSX Stock Details DSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,044
Closed -$23.6K – 867
2024
Q4 		$23.6K Sell
12,044
-13,988
-54% -$29.8K ﹤0.01% 849
2024
Q3 		$66.9K Hold
26,032
– – ﹤0.01% 876
2024
Q2 		$74.5K Buy
+26,032
New +$77.3K ﹤0.01% 827

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HP
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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Axxcess Wealth Management's DSX Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Diana Shipping (DSX) in Q1 2025, closing a stake of 12,044 shares — an estimated $23.6K sold.

Axxcess Wealth Management first reported a position in DSX in Q2 2024 and held it in 3 quarters. The position peaked at $74.5K in Q2 2024. 62 funds tracked by Wall St. Rank hold DSX as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Diana Shipping position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,044 Diana Shipping shares in Q1 2025, an estimated $23.6K.
  • Axxcess Wealth Management first reported a position in Diana Shipping in Q2 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's Diana Shipping position peaked at $74.5K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held Diana Shipping as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.