Advisornet Financial’s Navient NAVI Stock Holding History

Advisornet Financial’s Portfolio NAVI Stock Details NAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10	Closed	-$156	–	2162
2024 Q3	$156	Buy	+10	New	+$154	﹤0.01%	2139
2024 Q2	–	Sell	-11	Closed	-$191	–	2150
2024 Q1	$191	Sell	11 -28	-72%	-$472	﹤0.01%	1992
2023 Q4	$726	Buy	+39	New	+$680	﹤0.01%	1989
2023 Q2	–	Sell	-61	Closed	-$975	–	2450
2023 Q1	$975	Buy	61 +4	+7%	+$70	﹤0.01%	1887
2022 Q4	$938	Buy	+57	New	+$902	﹤0.01%	1863

Other funds holding NAVI

SIM

Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisornet Financial's NAVI Position: Q4 2024 in Review

Advisornet Financial sold out of Navient (NAVI) in Q4 2024, closing a stake of 10 shares — an estimated $156 sold.

Advisornet Financial first reported a position in NAVI in Q4 2022 and held it in 5 quarters. The position peaked at $975 in Q1 2023. 240 funds tracked by Wall St. Rank hold NAVI as of Q4 2024.

Advisornet Financial reported no remaining Navient position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 10 Navient shares in Q4 2024, an estimated $156.
Advisornet Financial first reported a position in Navient in Q4 2022 and held it in 5 quarters.
Advisornet Financial's Navient position peaked at $975 in Q1 2023.
240 funds tracked by Wall St. Rank held Navient as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.