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Lake Point Wealth Management’s Star Bulk Carriers SBLK Stock Holding History

Lake Point 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
2022
Q2 		$3K Hold
125
– – ﹤0.01% 294
2022
Q1 		$4K Buy
125
+50
+67% +$1.31K ﹤0.01% 272
2021
Q4 		$2K Hold
75
– – ﹤0.01% 346
2021
Q3 		$2K Buy
+75
New +$1.58K ﹤0.01% 326

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Point Wealth Management's SBLK Position: Q2 2022 in Review

Lake Point Wealth Management held its Star Bulk Carriers (SBLK) position steady in Q2 2022 at 125 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Lake Point Wealth Management first reported a position in SBLK in Q3 2021 and has held it in 4 quarters since. The position peaked at $4K in Q1 2022. 184 funds tracked by Wall St. Rank hold SBLK as of Q2 2022.

  • Lake Point Wealth Management held 125 shares of Star Bulk Carriers worth $3K as of Q2 2022.
  • Lake Point Wealth Management left its Star Bulk Carriers share count unchanged in Q2 2022.
  • Star Bulk Carriers made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #294 holding.
  • Lake Point Wealth Management first reported a position in Star Bulk Carriers in Q3 2021 and has held it in 4 quarters since.
  • Lake Point Wealth Management's Star Bulk Carriers position peaked at $4K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.