MSFP
GOGL

Mark Sheptoff Financial Planning’s Golden Ocean Group GOGL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio GOGL Stock Details GOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-9,400
Closed -$109K – 378
2022
Q2 		$109K Sell
9,400
-1,800
-16% -$24.1K 0.06% 109
2022
Q1 		$139K Buy
+11,200
New +$122K 0.07% 119

Other funds holding GOGL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mark Sheptoff Financial Planning's GOGL Position: Q3 2022 in Review

Mark Sheptoff Financial Planning sold out of Golden Ocean Group (GOGL) in Q3 2022, closing a stake of 9,400 shares — an estimated $109K sold.

Mark Sheptoff Financial Planning first reported a position in GOGL in Q1 2022 and held it in 2 quarters. The position peaked at $139K in Q1 2022. 168 funds tracked by Wall St. Rank hold GOGL as of Q3 2022.

  • Mark Sheptoff Financial Planning reported no remaining Golden Ocean Group position as of Q3 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 9,400 Golden Ocean Group shares in Q3 2022, an estimated $109K.
  • Mark Sheptoff Financial Planning first reported a position in Golden Ocean Group in Q1 2022 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Golden Ocean Group position peaked at $139K in Q1 2022.
  • 168 funds tracked by Wall St. Rank held Golden Ocean Group as of Q3 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.