Alterna Wealth Management’s SLM Corp SLM Stock Holding History

Alterna Wealth Management’s Portfolio SLM Stock Details SLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-13,933	Closed	-$256K	–	128
2022 Q1	$256K	Buy	13,933 +2,642	+23%	+$50K	0.22%	83
2021 Q4	$222K	Buy	+11,291	New	+$207K	0.18%	81
2020 Q4	$186K	Sell	15,007 -10,987	-42%	-$116K	0.23%	78
2020 Q3	$210K	Buy	+25,994	New	+$190K	0.3%	62
2019 Q3	–	Sell	-17,630	Closed	-$171K	–	125
2019 Q2	$171K	Buy	17,630 +989	+6%	+$9.8K	0.21%	87
2019 Q1	$165K	Sell	16,641 -1,882	-10%	-$19.5K	0.14%	98
2018 Q4	$154K	Buy	+18,523	New	+$184K	0.03%	354

Other funds holding SLM

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

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

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Alterna Wealth Management's SLM Position: Q2 2022 in Review

Alterna Wealth Management sold out of SLM Corp (SLM) in Q2 2022, closing a stake of 13,933 shares — an estimated $256K sold.

Alterna Wealth Management first reported a position in SLM in Q4 2018 and held it in 7 quarters. The position peaked at $256K in Q1 2022. 300 funds tracked by Wall St. Rank hold SLM as of Q2 2022.

Alterna Wealth Management reported no remaining SLM Corp position as of Q2 2022 after selling out during the quarter.
Alterna Wealth Management sold 13,933 SLM Corp shares in Q2 2022, an estimated $256K.
Alterna Wealth Management first reported a position in SLM Corp in Q4 2018 and held it in 7 quarters.
Alterna Wealth Management's SLM Corp position peaked at $256K in Q1 2022.
300 funds tracked by Wall St. Rank held SLM Corp as of Q2 2022.

Based on Alterna Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.