AWM
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Accel Wealth Management’s Sylvamo SLVM Stock Holding History

Accel Wealth Management’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-283
Closed -$13.1K – 745
2023
Q1 		$13.1K Sell
283
-105
-27% -$4.98K 0.01% 823
2022
Q4 		$18.9K Sell
388
-23
-6% -$1.1K 0.01% 573
2022
Q3 		$15K Sell
411
-40
-9% -$1.52K 0.01% 639
2022
Q2 		$14K Sell
451
-51
-10% -$2.14K 0.01% 632
2022
Q1 		$17K Sell
502
-394
-44% -$13.1K 0.01% 601
2021
Q4 		$25K Buy
+896
New +$26.1K 0.01% 525

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Accel Wealth Management's SLVM Position: Q2 2023 in Review

Accel Wealth Management sold out of Sylvamo (SLVM) in Q2 2023, closing a stake of 283 shares — an estimated $13.1K sold.

Accel Wealth Management first reported a position in SLVM in Q4 2021 and held it in 6 quarters. The position peaked at $25K in Q4 2021. 330 funds tracked by Wall St. Rank hold SLVM as of Q2 2023.

  • Accel Wealth Management reported no remaining Sylvamo position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 283 Sylvamo shares in Q2 2023, an estimated $13.1K.
  • Accel Wealth Management first reported a position in Sylvamo in Q4 2021 and held it in 6 quarters.
  • Accel Wealth Management's Sylvamo position peaked at $25K in Q4 2021.
  • 330 funds tracked by Wall St. Rank held Sylvamo as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.