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

Axxcess 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
2024
Q2 		– Sell
-8,890
Closed -$212K – 928
2024
Q1 		$212K Buy
+8,890
New +$201K 0.01% 797
2023
Q4 		– Sell
-11,590
Closed -$223K – 919
2023
Q3 		$223K Buy
+11,590
New +$206K 0.01% 696
2023
Q2 		– Sell
-10,102
Closed -$213K – 673
2023
Q1 		$213K Buy
+10,102
New +$221K 0.02% 571

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Axxcess Wealth Management's SBLK Position: Q2 2024 in Review

Axxcess Wealth Management sold out of Star Bulk Carriers (SBLK) in Q2 2024, closing a stake of 8,890 shares — an estimated $212K sold.

Axxcess Wealth Management first reported a position in SBLK in Q1 2023 and held it in 3 quarters. The position peaked at $223K in Q3 2023. 242 funds tracked by Wall St. Rank hold SBLK as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Star Bulk Carriers position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,890 Star Bulk Carriers shares in Q2 2024, an estimated $212K.
  • Axxcess Wealth Management first reported a position in Star Bulk Carriers in Q1 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's Star Bulk Carriers position peaked at $223K in Q3 2023.
  • 242 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.