BFWM
DSX icon

Bright Futures Wealth Management’s Diana Shipping DSX Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-18,977
Closed -$41.4K – 157
2024
Q3 		$41.4K Buy
18,977
+333
+2% +$854 0.02% 223
2024
Q2 		$45.9K Hold
18,644
– – 0.02% 208
2024
Q1 		$52.9K Buy
+18,644
New +$55.6K 0.03% 206

Other funds holding DSX

PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bright Futures Wealth Management's DSX Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Diana Shipping (DSX) in Q4 2024, closing a stake of 18,977 shares — an estimated $41.4K sold.

Bright Futures Wealth Management first reported a position in DSX in Q1 2024 and held it in 3 quarters. The position peaked at $52.9K in Q1 2024. 63 funds tracked by Wall St. Rank hold DSX as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Diana Shipping position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 18,977 Diana Shipping shares in Q4 2024, an estimated $41.4K.
  • Bright Futures Wealth Management first reported a position in Diana Shipping in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Diana Shipping position peaked at $52.9K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held Diana Shipping as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.