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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 – 2165
2024
Q3 		$156 Buy
+10
New +$154 ﹤0.01% 2139
2024
Q2 		– Sell
-11
Closed -$191 – 2152
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 – 2452
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 $241M AUM 35.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return