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Financial Synergies Wealth Advisors’s Star Bulk Carriers SBLK Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-4
Closed -$96 – 382
2024
Q1 		$96 Buy
+4
New +$91 ﹤0.01% 495

Other funds holding SBLK

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BlackRock
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Morgan Stanley
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Financial Synergies Wealth Advisors's SBLK Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Star Bulk Carriers (SBLK) in Q2 2024, closing a stake of 4 shares — an estimated $96 sold.

Financial Synergies Wealth Advisors first reported a position in SBLK in Q1 2024 and held it in 1 quarter. The position peaked at $96 in Q1 2024. 242 funds tracked by Wall St. Rank hold SBLK as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Star Bulk Carriers position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 4 Star Bulk Carriers shares in Q2 2024, an estimated $96.
  • Financial Synergies Wealth Advisors first reported a position in Star Bulk Carriers in Q1 2024 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Star Bulk Carriers position peaked at $96 in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.