Capital Advisors Inc’s Sylvamo SLVM Stock Holding History

Capital Advisors 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
2024 Q4	–	Sell	-2,347	Closed	-$201K	–	320
2024 Q3	$201K	Buy	+2,347	New	+$175K	﹤0.01%	286

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Advisors Inc's SLVM Position: Q4 2024 in Review

Capital Advisors Inc sold out of Sylvamo (SLVM) in Q4 2024, closing a stake of 2,347 shares — an estimated $201K sold.

Capital Advisors Inc first reported a position in SLVM in Q3 2024 and held it in 1 quarter. The position peaked at $201K in Q3 2024. 399 funds tracked by Wall St. Rank hold SLVM as of Q4 2024.

Capital Advisors Inc reported no remaining Sylvamo position as of Q4 2024 after selling out during the quarter.
Capital Advisors Inc sold 2,347 Sylvamo shares in Q4 2024, an estimated $201K.
Capital Advisors Inc first reported a position in Sylvamo in Q3 2024 and held it in 1 quarter.
Capital Advisors Inc's Sylvamo position peaked at $201K in Q3 2024.
399 funds tracked by Wall St. Rank held Sylvamo as of Q4 2024.

Based on Capital Advisors Inc's 13F filing for Q4 2024, filed 29 Jan 2025.