WealthTrust Axiom’s Star Bulk Carriers SBLK Stock Holding History

WealthTrust Axiom’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
2021 Q3	–	Sell	-9,092	Closed	-$208K	–	269
2021 Q2	$208K	Sell	9,092 -1,675	-16%	-$33.1K	0.07%	227
2021 Q1	$158K	Sell	10,767 -4,233	-28%	-$54.6K	0.05%	223
2020 Q4	$132K	Hold	15,000	–	–	0.05%	216
2020 Q3	$103K	Hold	15,000	–	–	0.04%	189
2020 Q2	$99K	Hold	15,000	–	–	0.04%	188
2020 Q1	$84K	Hold	15,000	–	–	0.04%	173
2019 Q4	$177K	Hold	15,000	–	–	0.06%	203
2019 Q3	$151K	Hold	15,000	–	–	0.05%	209
2019 Q2	$144K	Buy	+15,000	New	+$120K	0.05%	210
2018 Q4	–	Sell	-10,000	Closed	-$144K	–	232
2018 Q3	$144K	Buy	+10,000	New	+$129K	0.05%	211

Other funds holding SBLK

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

WealthTrust Axiom's SBLK Position: Q3 2021 in Review

WealthTrust Axiom sold out of Star Bulk Carriers (SBLK) in Q3 2021, closing a stake of 9,092 shares — an estimated $208K sold.

WealthTrust Axiom first reported a position in SBLK in Q3 2018 and held it in 10 quarters. The position peaked at $208K in Q2 2021. 120 funds tracked by Wall St. Rank hold SBLK as of Q3 2021.

WealthTrust Axiom reported no remaining Star Bulk Carriers position as of Q3 2021 after selling out during the quarter.
WealthTrust Axiom sold 9,092 Star Bulk Carriers shares in Q3 2021, an estimated $208K.
WealthTrust Axiom first reported a position in Star Bulk Carriers in Q3 2018 and held it in 10 quarters.
WealthTrust Axiom's Star Bulk Carriers position peaked at $208K in Q2 2021.
120 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2021.

Based on WealthTrust Axiom's 13F filing for Q3 2021, filed 14 Oct 2021.