BFEC
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Benjamin F. Edwards & Company’s Navient NAVI Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		– Sell
-721
Closed -$13K – 2205
2024
Q1 		$13K Buy
721
+49
+7% +$826 ﹤0.01% 1636
2023
Q4 		$13K Buy
+672
New +$11.7K ﹤0.01% 1592
2019
Q3 		– Sell
-625
Closed -$9K – 1924
2019
Q2 		$9K Sell
625
-400
-39% -$5.21K ﹤0.01% 1455
2019
Q1 		$12K Hold
1,025
– – ﹤0.01% 1277
2018
Q4 		$9K Hold
1,025
– – ﹤0.01% 1317
2018
Q3 		$14K Hold
1,025
– – ﹤0.01% 1191
2018
Q2 		$13K Buy
1,025
+400
+64% +$5.45K ﹤0.01% 1208
2018
Q1 		$8K Hold
625
– – ﹤0.01% 1320
2017
Q4 		$8K Buy
+625
New +$7.9K ﹤0.01% 1267

Other funds holding NAVI

SIM
Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Benjamin F. Edwards & Company's NAVI Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of Navient (NAVI) in Q2 2024, closing a stake of 721 shares — an estimated $13K sold.

Benjamin F. Edwards & Company first reported a position in NAVI in Q4 2017 and held it in 9 quarters. The position peaked at $14K in Q3 2018. 242 funds tracked by Wall St. Rank hold NAVI as of Q2 2024.

  • Benjamin F. Edwards & Company reported no remaining Navient position as of Q2 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 721 Navient shares in Q2 2024, an estimated $13K.
  • Benjamin F. Edwards & Company first reported a position in Navient in Q4 2017 and held it in 9 quarters.
  • Benjamin F. Edwards & Company's Navient position peaked at $14K in Q3 2018.
  • 242 funds tracked by Wall St. Rank held Navient as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.