SWM
GOGL

Spire Wealth Management’s Golden Ocean Group GOGL Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-158
Closed -$1.19K – 2405
2023
Q2 		$1.19K Buy
158
+2
+1% +$17 ﹤0.01% 2285
2023
Q1 		$1.49K Buy
156
+13
+9% +$123 ﹤0.01% 2322
2022
Q4 		$1K Buy
143
+6
+4% +$52 ﹤0.01% 2191
2022
Q3 		$1K Sell
137
-2
-1% -$20 ﹤0.01% 2081
2022
Q2 		$2K Buy
139
+5
+4% +$67 ﹤0.01% 2356
2022
Q1 		$2K Sell
134
-2
-1% -$22 ﹤0.01% 2395
2021
Q4 		$1K Buy
+136
New +$1.23K ﹤0.01% 2866

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spire Wealth Management's GOGL Position: Q3 2023 in Review

Spire Wealth Management sold out of Golden Ocean Group (GOGL) in Q3 2023, closing a stake of 158 shares — an estimated $1.19K sold.

Spire Wealth Management first reported a position in GOGL in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 150 funds tracked by Wall St. Rank hold GOGL as of Q3 2023.

  • Spire Wealth Management reported no remaining Golden Ocean Group position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 158 Golden Ocean Group shares in Q3 2023, an estimated $1.19K.
  • Spire Wealth Management first reported a position in Golden Ocean Group in Q4 2021 and held it in 7 quarters.
  • Spire Wealth Management's Golden Ocean Group position peaked at $2K in Q2 2022.
  • 150 funds tracked by Wall St. Rank held Golden Ocean Group as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.