SWA
GSL icon

SOA Wealth Advisors’s Global Ship Lease GSL Stock Holding History

SOA Wealth Advisors’s Portfolio GSL Stock Details GSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-300
Closed -$5.5K – 920
2023
Q3 		$5.5K Hold
300
– – ﹤0.01% 604
2023
Q2 		$5.82K Hold
300
– – ﹤0.01% 604
2023
Q1 		$5.62K Hold
300
– – ﹤0.01% 602
2022
Q4 		$5K Hold
300
– – ﹤0.01% 623
2022
Q3 		$4K Hold
300
– – ﹤0.01% 625
2022
Q2 		$4K Hold
300
– – ﹤0.01% 613
2022
Q1 		$8K Buy
+300
New +$7.87K ﹤0.01% 619

Other funds holding GSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SOA Wealth Advisors's GSL Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Global Ship Lease (GSL) in Q4 2023, closing a stake of 300 shares — an estimated $5.5K sold.

SOA Wealth Advisors first reported a position in GSL in Q1 2022 and held it in 7 quarters. The position peaked at $8K in Q1 2022. 129 funds tracked by Wall St. Rank hold GSL as of Q4 2023.

  • SOA Wealth Advisors reported no remaining Global Ship Lease position as of Q4 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 300 Global Ship Lease shares in Q4 2023, an estimated $5.5K.
  • SOA Wealth Advisors first reported a position in Global Ship Lease in Q1 2022 and held it in 7 quarters.
  • SOA Wealth Advisors's Global Ship Lease position peaked at $8K in Q1 2022.
  • 129 funds tracked by Wall St. Rank held Global Ship Lease as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.