Carson Wealth (CWM LLC)
SBLK icon

Carson Wealth (CWM LLC)’s Star Bulk Carriers SBLK Stock Holding History

Carson Wealth (CWM 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
Q4 		– Sell
-25
Closed -$1K – 5119
2024
Q3 		$1K Hold
25
– – ﹤0.01% 4695
2024
Q2 		$1K Hold
25
– – ﹤0.01% 4471
2024
Q1 		$1K Buy
+25
New +$567 ﹤0.01% 4209
2022
Q2 		– Sell
-38
Closed -$1K – 4063
2022
Q1 		$1K Sell
38
-162
-81% -$4.24K ﹤0.01% 3404
2021
Q4 		$5K Buy
+200
New +$4.21K ﹤0.01% 2758

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Two Sigma Advisers
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SBLK Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Star Bulk Carriers (SBLK) in Q4 2024, closing a stake of 25 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in SBLK in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 220 funds tracked by Wall St. Rank hold SBLK as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Star Bulk Carriers position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 25 Star Bulk Carriers shares in Q4 2024, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Star Bulk Carriers in Q4 2021 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Star Bulk Carriers position peaked at $5K in Q4 2021.
  • 220 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.