SWP
GOGL

Stratos Wealth Partners’s Golden Ocean Group GOGL Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-15,816
Closed -$125K – 1394
2023
Q3 		$125K Sell
15,816
-20,297
-56% -$152K ﹤0.01% 1216
2023
Q2 		$273K Sell
36,113
-33,336
-48% -$278K 0.01% 999
2023
Q1 		$661K Sell
69,449
-51,194
-42% -$484K 0.02% 596
2022
Q4 		$1.05M Sell
120,643
-47,115
-28% -$409K 0.03% 494
2022
Q3 		$1.25M Buy
167,758
+74,986
+81% +$751K 0.04% 420
2022
Q2 		$1.08M Buy
92,772
+46,841
+102% +$628K 0.03% 489
2022
Q1 		$569K Buy
+45,931
New +$499K 0.01% 764

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 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

Stratos Wealth Partners's GOGL Position: Q4 2023 in Review

Stratos Wealth Partners sold out of Golden Ocean Group (GOGL) in Q4 2023, closing a stake of 15,816 shares — an estimated $125K sold.

Stratos Wealth Partners first reported a position in GOGL in Q1 2022 and held it in 7 quarters. The position peaked at $1.25M in Q3 2022. 156 funds tracked by Wall St. Rank hold GOGL as of Q4 2023.

  • Stratos Wealth Partners reported no remaining Golden Ocean Group position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 15,816 Golden Ocean Group shares in Q4 2023, an estimated $125K.
  • Stratos Wealth Partners first reported a position in Golden Ocean Group in Q1 2022 and held it in 7 quarters.
  • Stratos Wealth Partners's Golden Ocean Group position peaked at $1.25M in Q3 2022.
  • 156 funds tracked by Wall St. Rank held Golden Ocean Group as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.