OIA
GOGL

Optimum Investment Advisors’s Golden Ocean Group GOGL Stock Holding History

Optimum Investment Advisors’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
2023
Q4 		– Sell
-1,000
Closed -$7.88K – 681
2023
Q3 		$7.88K Hold
1,000
– – ﹤0.01% 567
2023
Q2 		$7.55K Hold
1,000
– – ﹤0.01% 575
2023
Q1 		$9.52K Hold
1,000
– – 0.01% 569
2022
Q4 		$8.69K Hold
1,000
– – ﹤0.01% 580
2022
Q3 		$7K Hold
1,000
– – ﹤0.01% 614
2022
Q2 		$12K Buy
+1,000
New +$13.4K 0.01% 581

Other funds holding GOGL

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optimum Investment Advisors's GOGL Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Golden Ocean Group (GOGL) in Q4 2023, closing a stake of 1,000 shares — an estimated $7.88K sold.

Optimum Investment Advisors first reported a position in GOGL in Q2 2022 and held it in 6 quarters. The position peaked at $12K in Q2 2022. 156 funds tracked by Wall St. Rank hold GOGL as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Golden Ocean Group position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Golden Ocean Group shares in Q4 2023, an estimated $7.88K.
  • Optimum Investment Advisors first reported a position in Golden Ocean Group in Q2 2022 and held it in 6 quarters.
  • Optimum Investment Advisors's Golden Ocean Group position peaked at $12K in Q2 2022.
  • 156 funds tracked by Wall St. Rank held Golden Ocean Group as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.