Axxcess Wealth Management’s Golden Ocean Group GOGL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-16,600
Closed -$162K 894
2023
Q4
$162K Sell
16,600
-12,574
-43% -$105K ﹤0.01% 796
2023
Q3
$230K Buy
29,174
+16,684
+134% +$125K 0.01% 684
2023
Q2
$94.3K Sell
12,490
-16,476
-57% -$137K 0.01% 574
2023
Q1
$276K Buy
28,966
+16,682
+136% +$158K 0.02% 503
2022
Q4
$107K Hold
12,284
0.01% 594
2022
Q3
$92K Hold
12,284
0.01% 524
2022
Q2
$143K Hold
12,284
0.01% 510
2022
Q1
$152K Hold
12,284
0.01% 603
2021
Q4
$114K Buy
+12,284
New +$111K 0.01% 609

Other funds holding GOGL

Axxcess Wealth Management's GOGL Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Golden Ocean Group (GOGL) in Q1 2024, closing a stake of 16,600 shares — an estimated $162K sold.

Axxcess Wealth Management first reported a position in GOGL in Q4 2021 and held it in 9 quarters. The position peaked at $276K in Q1 2023. 185 funds tracked by Wall St. Rank hold GOGL as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Golden Ocean Group position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 16,600 Golden Ocean Group shares in Q1 2024, an estimated $162K.
  • Axxcess Wealth Management first reported a position in Golden Ocean Group in Q4 2021 and held it in 9 quarters.
  • Axxcess Wealth Management's Golden Ocean Group position peaked at $276K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Golden Ocean Group as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.