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MorganRosel Wealth Management’s Transocean RIG Stock Holding History

MorganRosel Wealth Management’s Portfolio RIG Stock Details RIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,000
Closed -$251K – 106
2024
Q1 		$251K Buy
+40,000
New +$218K 0.09% 92

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Capital World Investors
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MorganRosel Wealth Management's RIG Position: Q2 2024 in Review

MorganRosel Wealth Management sold out of Transocean (RIG) in Q2 2024, closing a stake of 40,000 shares — an estimated $251K sold.

MorganRosel Wealth Management first reported a position in RIG in Q1 2024 and held it in 1 quarter. The position peaked at $251K in Q1 2024. 417 funds tracked by Wall St. Rank hold RIG as of Q2 2024.

  • MorganRosel Wealth Management reported no remaining Transocean position as of Q2 2024 after selling out during the quarter.
  • MorganRosel Wealth Management sold 40,000 Transocean shares in Q2 2024, an estimated $251K.
  • MorganRosel Wealth Management first reported a position in Transocean in Q1 2024 and held it in 1 quarter.
  • MorganRosel Wealth Management's Transocean position peaked at $251K in Q1 2024.
  • 417 funds tracked by Wall St. Rank held Transocean as of Q2 2024.

Based on MorganRosel Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.