BWP
GOGL

Balboa Wealth Partners’s Golden Ocean Group GOGL Stock Holding History

Balboa Wealth Partners’s Portfolio GOGL Stock Details GOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,324
Closed -$105K – 299
2023
Q3 		$105K Buy
13,324
+84
+0.6% +$631 0.04% 220
2023
Q2 		$100K Sell
13,240
-518
-4% -$4.32K 0.03% 239
2023
Q1 		$131K Buy
13,758
+124
+0.9% +$1.17K 0.05% 235
2022
Q4 		$118K Buy
13,634
+410
+3% +$3.56K 0.05% 221
2022
Q3 		$99K Buy
+13,224
New +$133K 0.04% 200

Other funds holding GOGL

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Balboa Wealth Partners's GOGL Position: Q4 2023 in Review

Balboa Wealth Partners sold out of Golden Ocean Group (GOGL) in Q4 2023, closing a stake of 13,324 shares — an estimated $105K sold.

Balboa Wealth Partners first reported a position in GOGL in Q3 2022 and held it in 5 quarters. The position peaked at $131K in Q1 2023. 156 funds tracked by Wall St. Rank hold GOGL as of Q4 2023.

  • Balboa Wealth Partners reported no remaining Golden Ocean Group position as of Q4 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 13,324 Golden Ocean Group shares in Q4 2023, an estimated $105K.
  • Balboa Wealth Partners first reported a position in Golden Ocean Group in Q3 2022 and held it in 5 quarters.
  • Balboa Wealth Partners's Golden Ocean Group position peaked at $131K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Golden Ocean Group as of Q4 2023.

Based on Balboa Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.