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Bogart Wealth LLC’s Star Bulk Carriers SBLK Stock Holding History

Bogart Wealth LLC’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
Q3 		– Sell
-143
Closed -$3.48K – 1164
2024
Q2 		$3.48K Buy
+143
New +$3.56K ﹤0.01% 856
2023
Q2 		– Sell
-504
Closed -$10.6K – 1113
2023
Q1 		$10.6K Buy
504
+2
+0.4% +$44 ﹤0.01% 578
2022
Q4 		$9.65K Buy
+502
New +$9.77K ﹤0.01% 556

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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bogart Wealth LLC's SBLK Position: Q3 2024 in Review

Bogart Wealth LLC sold out of Star Bulk Carriers (SBLK) in Q3 2024, closing a stake of 143 shares — an estimated $3.48K sold.

Bogart Wealth LLC first reported a position in SBLK in Q4 2022 and held it in 3 quarters. The position peaked at $10.6K in Q1 2023. 223 funds tracked by Wall St. Rank hold SBLK as of Q3 2024.

  • Bogart Wealth LLC reported no remaining Star Bulk Carriers position as of Q3 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 143 Star Bulk Carriers shares in Q3 2024, an estimated $3.48K.
  • Bogart Wealth LLC first reported a position in Star Bulk Carriers in Q4 2022 and held it in 3 quarters.
  • Bogart Wealth LLC's Star Bulk Carriers position peaked at $10.6K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2024.

Based on Bogart Wealth LLC's 13F filing for Q3 2024, filed 23 Oct 2024.