VWM
GOGL

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

Venturi 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
2024
Q4 		– Sell
-366
Closed -$4.9K – 1973
2024
Q3 		$4.9K Buy
+366
New +$4.55K ﹤0.01% 1419

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Venturi Wealth Management's GOGL Position: Q4 2024 in Review

Venturi Wealth Management sold out of Golden Ocean Group (GOGL) in Q4 2024, closing a stake of 366 shares — an estimated $4.9K sold.

Venturi Wealth Management first reported a position in GOGL in Q3 2024 and held it in 1 quarter. The position peaked at $4.9K in Q3 2024. 186 funds tracked by Wall St. Rank hold GOGL as of Q4 2024.

  • Venturi Wealth Management reported no remaining Golden Ocean Group position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 366 Golden Ocean Group shares in Q4 2024, an estimated $4.9K.
  • Venturi Wealth Management first reported a position in Golden Ocean Group in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Golden Ocean Group position peaked at $4.9K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held Golden Ocean Group as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.