BWA
NAVI icon

BDO Wealth Advisors’s Navient NAVI Stock Holding History

BDO 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
2019
Q2 		– Sell
-160
Closed -$2K – 662
2019
Q1 		$2K Buy
160
+2
+1% +$23 ﹤0.01% 565
2018
Q4 		$1K Buy
158
+3
+2% +$34 ﹤0.01% 522
2018
Q3 		$2K Buy
155
+1
+0.6% +$14 ﹤0.01% 565
2018
Q2 		$2K Buy
154
+2
+1% +$27 ﹤0.01% 589
2018
Q1 		$2K Sell
152
-111
-42% -$1.51K ﹤0.01% 517
2017
Q4 		$4K Buy
263
+3
+1% +$38 ﹤0.01% 389
2017
Q3 		$4K Buy
260
+3
+1% +$44 ﹤0.01% 358
2017
Q2 		$4K Buy
+257
New +$3.88K ﹤0.01% 448

Other funds holding NAVI

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

BDO Wealth Advisors's NAVI Position: Q2 2019 in Review

BDO Wealth Advisors sold out of Navient (NAVI) in Q2 2019, closing a stake of 160 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in NAVI in Q2 2017 and held it in 8 quarters. The position peaked at $4K in Q4 2017. 306 funds tracked by Wall St. Rank hold NAVI as of Q2 2019.

  • BDO Wealth Advisors reported no remaining Navient position as of Q2 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 160 Navient shares in Q2 2019, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Navient in Q2 2017 and held it in 8 quarters.
  • BDO Wealth Advisors's Navient position peaked at $4K in Q4 2017.
  • 306 funds tracked by Wall St. Rank held Navient as of Q2 2019.

Based on BDO Wealth Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.