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Prevail Innovative Wealth Advisors’s Star Bulk Carriers SBLK Stock Holding History

Prevail Innovative Wealth Advisors’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
2025
Q1 		– Sell
-183,460
Closed -$2.74M – 193
2024
Q4 		$2.74M Buy
+183,460
New +$3.41M 0.79% 50
2024
Q2 		– Sell
-77,459
Closed -$1.85M – 183
2024
Q1 		$1.85M Buy
+77,459
New +$1.76M 0.69% 65

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SBLK Position: Q1 2025 in Review

Prevail Innovative Wealth Advisors sold out of Star Bulk Carriers (SBLK) in Q1 2025, closing a stake of 183,460 shares — an estimated $2.74M sold.

Prevail Innovative Wealth Advisors first reported a position in SBLK in Q1 2024 and held it in 2 quarters. The position peaked at $2.74M in Q4 2024. 190 funds tracked by Wall St. Rank hold SBLK as of Q1 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Star Bulk Carriers position as of Q1 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 183,460 Star Bulk Carriers shares in Q1 2025, an estimated $2.74M.
  • Prevail Innovative Wealth Advisors first reported a position in Star Bulk Carriers in Q1 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Star Bulk Carriers position peaked at $2.74M in Q4 2024.
  • 190 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.