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Vahanian & Associates Financial Planning’s Star Bulk Carriers SBLK Stock Holding History

Vahanian & Associates Financial Planning’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
2023
Q2 		– Sell
-9,700
Closed -$205K – 79
2023
Q1 		$205K Buy
+9,700
New +$212K 0.57% 67

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IAM
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Morgan Stanley
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Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
GC
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vahanian & Associates Financial Planning's SBLK Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of Star Bulk Carriers (SBLK) in Q2 2023, closing a stake of 9,700 shares — an estimated $205K sold.

Vahanian & Associates Financial Planning first reported a position in SBLK in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 160 funds tracked by Wall St. Rank hold SBLK as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining Star Bulk Carriers position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 9,700 Star Bulk Carriers shares in Q2 2023, an estimated $205K.
  • Vahanian & Associates Financial Planning first reported a position in Star Bulk Carriers in Q1 2023 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Star Bulk Carriers position peaked at $205K in Q1 2023.
  • 160 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.