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Institute for Wealth Management’s Star Bulk Carriers SBLK Stock Holding History

Institute for Wealth Management’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
Q3 		– Sell
-16,822
Closed -$410K – 555
2024
Q2 		$410K Buy
16,822
+3,132
+23% +$77.9K 0.06% 324
2024
Q1 		$327K Buy
13,690
+3,018
+28% +$68.4K 0.04% 372
2023
Q4 		$227K Hold
10,672
– – 0.04% 430
2023
Q3 		$206K Buy
+10,672
New +$190K 0.04% 429

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Institute for Wealth Management's SBLK Position: Q3 2024 in Review

Institute for Wealth Management sold out of Star Bulk Carriers (SBLK) in Q3 2024, closing a stake of 16,822 shares — an estimated $410K sold.

Institute for Wealth Management first reported a position in SBLK in Q3 2023 and held it in 4 quarters. The position peaked at $410K in Q2 2024. 223 funds tracked by Wall St. Rank hold SBLK as of Q3 2024.

  • Institute for Wealth Management reported no remaining Star Bulk Carriers position as of Q3 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 16,822 Star Bulk Carriers shares in Q3 2024, an estimated $410K.
  • Institute for Wealth Management first reported a position in Star Bulk Carriers in Q3 2023 and held it in 4 quarters.
  • Institute for Wealth Management's Star Bulk Carriers position peaked at $410K in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2024.

Based on Institute for Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.