SWM
SBLK icon

Spire Wealth Management’s Star Bulk Carriers SBLK Stock Holding History

Spire Wealth Management’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
2024
Q3 		– Sell
-22
Closed -$529 – 2252
2024
Q2 		$529 Buy
+22
New +$547 ﹤0.01% 2193
2023
Q3 		– Sell
-1,020
Closed -$18.1K – 2456
2023
Q2 		$18.1K Buy
1,020
+20
+2% +$385 ﹤0.01% 1628
2023
Q1 		$21.1K Hold
1,000
– – ﹤0.01% 1591
2022
Q4 		$19K Sell
1,000
-400
-29% -$7.79K ﹤0.01% 1395
2022
Q3 		$24K Sell
1,400
-7,623
-84% -$174K ﹤0.01% 1264
2022
Q2 		$225K Buy
9,023
+6,223
+222% +$180K 0.01% 721
2022
Q1 		$83K Buy
2,800
+800
+40% +$20.9K ﹤0.01% 1236
2021
Q4 		$45K Buy
+2,000
New +$42.1K ﹤0.01% 1789
2021
Q3 		– Sell
-400
Closed -$9K – 2635
2021
Q2 		$9K Hold
400
– – ﹤0.01% 2168
2021
Q1 		$6K Buy
+400
New +$5.16K ﹤0.01% 2592

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Spire Wealth Management's SBLK Position: Q3 2024 in Review

Spire Wealth Management sold out of Star Bulk Carriers (SBLK) in Q3 2024, closing a stake of 22 shares — an estimated $529 sold.

Spire Wealth Management first reported a position in SBLK in Q1 2021 and held it in 10 quarters. The position peaked at $225K in Q2 2022. 223 funds tracked by Wall St. Rank hold SBLK as of Q3 2024.

  • Spire Wealth Management reported no remaining Star Bulk Carriers position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 22 Star Bulk Carriers shares in Q3 2024, an estimated $529.
  • Spire Wealth Management first reported a position in Star Bulk Carriers in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Star Bulk Carriers position peaked at $225K in Q2 2022.
  • 223 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.