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SVRN

GenTrust’s OceanPal Inc SVRN Stock Holding History

GenTrust’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
Q4 		– Sell
-20
Closed -$16K – 217
2024
Q3 		$16K Buy
+20
New +$16.9K ﹤0.01% 202

Other funds holding SVRN

TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

GenTrust's SVRN Position: Q4 2024 in Review

GenTrust sold out of OceanPal Inc (SVRN) in Q4 2024, closing a stake of 20 shares — an estimated $16K sold.

GenTrust first reported a position in SVRN in Q3 2024 and held it in 1 quarter. The position peaked at $16K in Q3 2024. 5 funds tracked by Wall St. Rank hold SVRN as of Q4 2024.

  • GenTrust reported no remaining OceanPal Inc position as of Q4 2024 after selling out during the quarter.
  • GenTrust sold 20 OceanPal Inc shares in Q4 2024, an estimated $16K.
  • GenTrust first reported a position in OceanPal Inc in Q3 2024 and held it in 1 quarter.
  • GenTrust's OceanPal Inc position peaked at $16K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held OceanPal Inc as of Q4 2024.

Based on GenTrust's 13F filing for Q4 2024, filed 5 Feb 2025.