Commonwealth Equity Services
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Commonwealth Equity Services’s Safe Bulkers SB Stock Holding History

Commonwealth Equity Services’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,328
Closed -$41 – 3912
2023
Q1 		$41 Sell
11,328
-504
-4% -$1.69K ﹤0.01% 3604
2022
Q4 		$34K Sell
11,832
-3,034
-20% -$8.4K ﹤0.01% 3555
2022
Q3 		$36K Sell
14,866
-2,948
-17% -$9.97K ﹤0.01% 3516
2022
Q2 		$68K Buy
17,814
+1,154
+7% +$4.92K ﹤0.01% 3438
2022
Q1 		$79K Buy
16,660
+107
+0.6% +$437 ﹤0.01% 3530
2021
Q4 		$62K Sell
16,553
-18,924
-53% -$77.1K ﹤0.01% 3511
2021
Q3 		$183K Buy
+35,477
New +$137K ﹤0.01% 3304

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Commonwealth Equity Services's SB Position: Q2 2023 in Review

Commonwealth Equity Services sold out of Safe Bulkers (SB) in Q2 2023, closing a stake of 11,328 shares — an estimated $41 sold.

Commonwealth Equity Services first reported a position in SB in Q3 2021 and held it in 7 quarters. The position peaked at $183K in Q3 2021. 103 funds tracked by Wall St. Rank hold SB as of Q2 2023.

  • Commonwealth Equity Services reported no remaining Safe Bulkers position as of Q2 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,328 Safe Bulkers shares in Q2 2023, an estimated $41.
  • Commonwealth Equity Services first reported a position in Safe Bulkers in Q3 2021 and held it in 7 quarters.
  • Commonwealth Equity Services's Safe Bulkers position peaked at $183K in Q3 2021.
  • 103 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2023.

Based on Commonwealth Equity Services's 13F filing for Q2 2023, filed 10 Aug 2023.