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Legend Financial Advisors’s Star Bulk Carriers SBLK Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-1,000
Closed -$14.9K – 208
2024
Q4 		$14.9K Buy
+1,000
New +$18.6K 0.01% 97

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Amundi
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Legend Financial Advisors's SBLK Position: Q1 2025 in Review

Legend Financial Advisors sold out of Star Bulk Carriers (SBLK) in Q1 2025, closing a stake of 1,000 shares — an estimated $14.9K sold.

Legend Financial Advisors first reported a position in SBLK in Q4 2024 and held it in 1 quarter. The position peaked at $14.9K in Q4 2024. 188 funds tracked by Wall St. Rank hold SBLK as of Q1 2025.

  • Legend Financial Advisors reported no remaining Star Bulk Carriers position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 1,000 Star Bulk Carriers shares in Q1 2025, an estimated $14.9K.
  • Legend Financial Advisors first reported a position in Star Bulk Carriers in Q4 2024 and held it in 1 quarter.
  • Legend Financial Advisors's Star Bulk Carriers position peaked at $14.9K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.