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IBEX Wealth Advisors’s Star Bulk Carriers SBLK Stock Holding History

IBEX 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
2022
Q3 		– Sell
-99,598
Closed -$2.49M – 164
2022
Q2 		$2.49M Buy
+99,598
New +$2.89M 0.57% 68

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

IBEX Wealth Advisors's SBLK Position: Q3 2022 in Review

IBEX Wealth Advisors sold out of Star Bulk Carriers (SBLK) in Q3 2022, closing a stake of 99,598 shares — an estimated $2.49M sold.

IBEX Wealth Advisors first reported a position in SBLK in Q2 2022 and held it in 1 quarter. The position peaked at $2.49M in Q2 2022. 164 funds tracked by Wall St. Rank hold SBLK as of Q3 2022.

  • IBEX Wealth Advisors reported no remaining Star Bulk Carriers position as of Q3 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 99,598 Star Bulk Carriers shares in Q3 2022, an estimated $2.49M.
  • IBEX Wealth Advisors first reported a position in Star Bulk Carriers in Q2 2022 and held it in 1 quarter.
  • IBEX Wealth Advisors's Star Bulk Carriers position peaked at $2.49M in Q2 2022.
  • 164 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2022.

Based on IBEX Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.