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CA
Clearstead Advisors’s
Star Bulk Carriers
SBLK
Stock Holding History
Clearstead Advisors’s Portfolio
SBLK Stock Details
SBLK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$12.5K
Buy
545
+245
+82%
+$5.58K
﹤0.01%
1545
2025
Q4
$5.77K
Buy
+300
New
+$5.6K
﹤0.01%
1993
2025
Q2
–
Sell
-141
Closed
-$2.19K
–
2861
2025
Q1
$2.19K
Buy
141
+1
+0.7%
+$16
﹤0.01%
1887
2024
Q4
$2.1K
Buy
140
+5
+4%
+$93
﹤0.01%
1837
2024
Q3
$3.19K
Buy
135
+5
+4%
+$111
﹤0.01%
1778
2024
Q2
$3.18K
Buy
130
+4
+3%
+$99
﹤0.01%
1760
2024
Q1
$3.25K
Buy
126
+2
+2%
+$45
﹤0.01%
1242
2023
Q4
$2.64K
Sell
124
-122
-50%
-$2.4K
﹤0.01%
1250
2023
Q3
$4.74K
Buy
246
+126
+105%
+$2.24K
﹤0.01%
1252
2023
Q2
$2.13K
Buy
120
+2
+2%
+$38
﹤0.01%
1135
2023
Q1
$2.49K
Buy
118
+3
+3%
+$66
﹤0.01%
1104
2022
Q4
$2.2K
Buy
115
+7
+6%
+$136
﹤0.01%
1078
2022
Q3
$2K
Buy
+108
New
+$2.46K
﹤0.01%
1098
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1-Year Est. Return
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1-Year Est. Return
PCM
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$1.63B AUM
12.69%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$100B AUM
35.1%
1-Year Est. Return
D.E. Shaw & Co
New York
$166B AUM
43.98%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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