Maia Wealth’s Safe Bulkers SB Stock Holding History

Maia Wealth’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
2023 Q4	$138K	Buy	+35,000	New	+$123K	0.06%	186

Other funds holding SB

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Maia Wealth's SB Position: Q4 2023 in Review

Maia Wealth opened a new position in Safe Bulkers (SB) in Q4 2023: 35,000 shares worth $138K. The stake represents 0.06% of the portfolio and ranks #186 among its holdings.

111 funds tracked by Wall St. Rank hold SB as of Q4 2023.

Maia Wealth held 35,000 shares of Safe Bulkers worth $138K as of Q4 2023.
Safe Bulkers was a new Maia Wealth position in Q4 2023.
Safe Bulkers made up 0.06% of Maia Wealth's portfolio in Q4 2023, its #186 holding.
111 funds tracked by Wall St. Rank held Safe Bulkers as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.