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Kestra Advisory Services’s Safe Bulkers SB Stock Holding History

Kestra Advisory Services’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,252
Closed -$60.8K – 2679
2024
Q1 		$60.8K Buy
+12,252
New +$54K ﹤0.01% 2393

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BCM
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Connor, Clark & Lunn Investment Management (CC&L)
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Morgan Stanley
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Kestra Advisory Services's SB Position: Q2 2024 in Review

Kestra Advisory Services sold out of Safe Bulkers (SB) in Q2 2024, closing a stake of 12,252 shares — an estimated $60.8K sold.

Kestra Advisory Services first reported a position in SB in Q1 2024 and held it in 1 quarter. The position peaked at $60.8K in Q1 2024. 137 funds tracked by Wall St. Rank hold SB as of Q2 2024.

  • Kestra Advisory Services reported no remaining Safe Bulkers position as of Q2 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 12,252 Safe Bulkers shares in Q2 2024, an estimated $60.8K.
  • Kestra Advisory Services first reported a position in Safe Bulkers in Q1 2024 and held it in 1 quarter.
  • Kestra Advisory Services's Safe Bulkers position peaked at $60.8K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Safe Bulkers as of Q2 2024.

Based on Kestra Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.