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Financial Advocates Investment Management’s Safe Bulkers SB Stock Holding History

Financial Advocates Investment Management’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
-10,000
Closed -$36.9K – 765
2023
Q1 		$36.9K Hold
10,000
– – ﹤0.01% 729
2022
Q4 		$29.1K Buy
+10,000
New +$27.7K ﹤0.01% 739

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Acadian Asset Management
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Goldman Sachs
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Financial Advocates Investment Management's SB Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Safe Bulkers (SB) in Q2 2023, closing a stake of 10,000 shares — an estimated $36.9K sold.

Financial Advocates Investment Management first reported a position in SB in Q4 2022 and held it in 2 quarters. The position peaked at $36.9K in Q1 2023. 103 funds tracked by Wall St. Rank hold SB as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Safe Bulkers position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,000 Safe Bulkers shares in Q2 2023, an estimated $36.9K.
  • Financial Advocates Investment Management first reported a position in Safe Bulkers in Q4 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's Safe Bulkers position peaked at $36.9K in Q1 2023.
  • 103 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.