Steward Partners Investment Advisory’s Odyssey Marine Exploration OMEX Stock Holding History

Steward Partners Investment Advisory’s Portfolio OMEX Stock Details OMEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,500	Closed	-$11.4K	–	3367
2023 Q1	$11.4K	Hold	3,500	–	–	﹤0.01%	2497
2022 Q4	$13.6K	Hold	3,500	–	–	﹤0.01%	2427
2022 Q3	$11K	Hold	3,500	–	–	﹤0.01%	2494
2022 Q2	$12K	Hold	3,500	–	–	﹤0.01%	2454
2022 Q1	$23K	Hold	3,500	–	–	﹤0.01%	2299
2021 Q4	$18K	Hold	3,500	–	–	﹤0.01%	2369
2021 Q3	$25K	Hold	3,500	–	–	﹤0.01%	2224
2021 Q2	$22K	Hold	3,500	–	–	﹤0.01%	4969
2021 Q1	$23.4K	Buy	3,500 +2,500	+250%	+$18.2K	﹤0.01%	2400
2020 Q4	$7K	Hold	1,000	–	–	﹤0.01%	2428
2020 Q3	$7K	Hold	1,000	–	–	﹤0.01%	2265
2020 Q2	$5K	Hold	1,000	–	–	﹤0.01%	2281
2020 Q1	$3K	Hold	1,000	–	–	﹤0.01%	2226
2019 Q4	$3K	Hold	1,000	–	–	﹤0.01%	2365
2019 Q3	$3K	Hold	1,000	–	–	﹤0.01%	2366
2019 Q2	$5K	Buy	+1,000	New	+$5.24K	﹤0.01%	2230
2018 Q4	–	Sell	-1,000	Closed	-$8K	–	1708
2018 Q3	$8K	Hold	1,000	–	–	﹤0.01%	1971
2018 Q2	$8K	Buy	+1,000	New	+$8.66K	﹤0.01%	1823

Other funds holding OMEX

FCM

FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return

WCM

Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

CCP

Corbin Capital Partners New York $61.3M AUM 53.03% 1-Year Est. Return

ACM

Antonetti Capital Management Naples, Florida $64M AUM 3.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Steward Partners Investment Advisory's OMEX Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Odyssey Marine Exploration (OMEX) in Q2 2023, closing a stake of 3,500 shares — an estimated $11.4K sold.

Steward Partners Investment Advisory first reported a position in OMEX in Q2 2018 and held it in 18 quarters. The position peaked at $25K in Q3 2021. 36 funds tracked by Wall St. Rank hold OMEX as of Q2 2023.

Steward Partners Investment Advisory reported no remaining Odyssey Marine Exploration position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,500 Odyssey Marine Exploration shares in Q2 2023, an estimated $11.4K.
Steward Partners Investment Advisory first reported a position in Odyssey Marine Exploration in Q2 2018 and held it in 18 quarters.
Steward Partners Investment Advisory's Odyssey Marine Exploration position peaked at $25K in Q3 2021.
36 funds tracked by Wall St. Rank held Odyssey Marine Exploration as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.