FWM
SVRN

Focused Wealth Management’s OceanPal Inc SVRN Stock Holding History

Focused Wealth Management’s Portfolio SVRN Stock Details SVRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Hold
0
– -$7 – 711
2023
Q4 		– Hold
0
– – – 1016
2023
Q3 		– Hold
0
– – – 1022
2023
Q2 		– Hold
0
– – – 1060
2023
Q1 		– Hold
0
– – – 1038
2022
Q4 		– Hold
0
– – – 1073
2022
Q3 		– Hold
0
– – – 1022
2022
Q2 		– Hold
0
– – – 1027
2022
Q1 		– Hold
0
– – – 1067
2021
Q4 		– Hold
0
– – – 1067

Other funds holding SVRN

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return