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Patriot Financial Group Insurance Agency’s Star Bulk Carriers SBLK Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-300
Closed -$7K – 1654
2022
Q2 		$7K Sell
300
-227
-43% -$6.58K ﹤0.01% 1384
2022
Q1 		$16K Buy
527
+15
+3% +$392 ﹤0.01% 1187
2021
Q4 		$12K Buy
+512
New +$10.8K ﹤0.01% 1433

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SBLK Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Star Bulk Carriers (SBLK) in Q3 2022, closing a stake of 300 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in SBLK in Q4 2021 and held it in 3 quarters. The position peaked at $16K in Q1 2022. 164 funds tracked by Wall St. Rank hold SBLK as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Star Bulk Carriers position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 300 Star Bulk Carriers shares in Q3 2022, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in Star Bulk Carriers in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Star Bulk Carriers position peaked at $16K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.