AssetMark Inc
SLVM icon

AssetMark Inc’s Sylvamo SLVM Stock Holding History

AssetMark Inc’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
2026
Q3 		$3.95K Sell
121
-31,298
-100% -$1.16M ﹤0.01% 2830
2026
Q2 		$1.19M Sell
31,419
-1,907
-6% -$77.4K ﹤0.01% 1058
2026
Q1 		$1.41M Sell
33,326
-133
-0.4% -$6.22K ﹤0.01% 967
2025
Q4 		$1.61M Sell
33,459
-7,274
-18% -$331K ﹤0.01% 908
2025
Q3 		$1.8M Buy
40,733
+12,500
+44% +$579K ﹤0.01% 839
2025
Q2 		$1.41M Sell
28,233
-647
-2% -$36.4K ﹤0.01% 849
2025
Q1 		$1.94M Buy
28,880
+2,467
+9% +$180K 0.01% 729
2024
Q4 		$2.09M Buy
26,413
+447
+2% +$38.6K 0.01% 699
2024
Q3 		$2.23M Buy
25,966
+2,213
+9% +$165K 0.01% 625
2024
Q2 		$1.63M Sell
23,753
-20,398
-46% -$1.35M 0.01% 662
2024
Q1 		$2.73M Buy
44,151
+1,088
+3% +$58.2K 0.01% 520
2023
Q4 		$2.11M Buy
43,063
+2,114
+5% +$98.8K 0.01% 525
2023
Q3 		$1.8M Buy
40,949
+40,937
+341,142% +$1.76M 0.01% 522
2023
Q2 		$485 Hold
12
– – ﹤0.01% 1508
2023
Q1 		$555 Hold
12
– – ﹤0.01% 1488
2022
Q4 		$583 Hold
12
– – ﹤0.01% 1513
2022
Q3 		$0 Hold
12
– – ﹤0.01% 1618
2022
Q2 		$0 Hold
12
– – ﹤0.01% 1649
2022
Q1 		$0 Sell
12
-5
-29% -$166 ﹤0.01% 1727
2021
Q4 		$0 Buy
+17
New +$495 ﹤0.01% 1635

Other funds holding SLVM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

AssetMark Inc's SLVM Position: Q3 2026 in Review

AssetMark Inc reduced its Sylvamo (SLVM) stake by 100% in Q3 2026, selling an estimated $1.16M and leaving 121 shares worth $3.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2830.

AssetMark Inc first reported a position in SLVM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.73M in Q1 2024. 139 funds tracked by Wall St. Rank hold SLVM as of Q3 2026.

  • AssetMark Inc held 121 shares of Sylvamo worth $3.95K as of Q3 2026.
  • AssetMark Inc sold 31,298 Sylvamo shares in Q3 2026, an estimated $1.16M.
  • Sylvamo made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2830 holding.
  • AssetMark Inc first reported a position in Sylvamo in Q4 2021 and has held it in 20 quarters since.
  • AssetMark Inc's Sylvamo position peaked at $2.73M in Q1 2024.
  • 139 funds tracked by Wall St. Rank held Sylvamo as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.