Arkadios Wealth Advisors’s Navient NAVI Stock Holding History

Arkadios Wealth Advisors’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
2020 Q2	–	Sell	-32	Closed	-$243	–	1069
2020 Q1	$243	Hold	32	–	–	﹤0.01%	1063
2019 Q4	$472	Buy	+32	New	+$431	﹤0.01%	931

Other funds holding NAVI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CCA

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Arkadios Wealth Advisors's NAVI Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of Navient (NAVI) in Q2 2020, closing a stake of 32 shares — an estimated $243 sold.

Arkadios Wealth Advisors first reported a position in NAVI in Q4 2019 and held it in 2 quarters. The position peaked at $472 in Q4 2019. 275 funds tracked by Wall St. Rank hold NAVI as of Q2 2020.

Arkadios Wealth Advisors reported no remaining Navient position as of Q2 2020 after selling out during the quarter.
Arkadios Wealth Advisors sold 32 Navient shares in Q2 2020, an estimated $243.
Arkadios Wealth Advisors first reported a position in Navient in Q4 2019 and held it in 2 quarters.
Arkadios Wealth Advisors's Navient position peaked at $472 in Q4 2019.
275 funds tracked by Wall St. Rank held Navient as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.