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Prospera Financial Services’s Star Bulk Carriers SBLK Stock Holding History

Prospera Financial Services’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
2023
Q3 		– Sell
-139,199
Closed -$2.46M – 1054
2023
Q2 		$2.46M Sell
139,199
-815
-0.6% -$15.7K 0.09% 235
2023
Q1 		$2.96M Sell
140,014
-12,547
-8% -$274K 0.12% 203
2022
Q4 		$2.93M Sell
152,561
-1,656
-1% -$32.2K 0.15% 167
2022
Q3 		$2.7M Sell
154,217
-49,556
-24% -$1.13M 0.14% 183
2022
Q2 		$5.09M Buy
203,773
+203,226
+37,153% +$5.89M 0.26% 83
2022
Q1 		$16K Buy
+547
New +$14.3K ﹤0.01% 1841

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Prospera Financial Services's SBLK Position: Q3 2023 in Review

Prospera Financial Services sold out of Star Bulk Carriers (SBLK) in Q3 2023, closing a stake of 139,199 shares — an estimated $2.46M sold.

Prospera Financial Services first reported a position in SBLK in Q1 2022 and held it in 6 quarters. The position peaked at $5.09M in Q2 2022. 150 funds tracked by Wall St. Rank hold SBLK as of Q3 2023.

  • Prospera Financial Services reported no remaining Star Bulk Carriers position as of Q3 2023 after selling out during the quarter.
  • Prospera Financial Services sold 139,199 Star Bulk Carriers shares in Q3 2023, an estimated $2.46M.
  • Prospera Financial Services first reported a position in Star Bulk Carriers in Q1 2022 and held it in 6 quarters.
  • Prospera Financial Services's Star Bulk Carriers position peaked at $5.09M in Q2 2022.
  • 150 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2023.

Based on Prospera Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.