CAPTRUST Financial Advisors
SLVM icon

CAPTRUST Financial Advisors’s Sylvamo SLVM Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		– Sell
-4,141
Closed -$203K – 2594
2023
Q4 		$203K Buy
+4,141
New +$193K ﹤0.01% 2390
2023
Q1 		– Sell
-4,452
Closed -$216K – 2372
2022
Q4 		$216K Buy
+4,452
New +$214K ﹤0.01% 1898
2022
Q3 		– Sell
-3,620
Closed -$119K – 3739
2022
Q2 		$119K Buy
3,620
+876
+32% +$36.7K ﹤0.01% 2081
2022
Q1 		$91K Sell
2,744
-3,397
-55% -$113K ﹤0.01% 2348
2021
Q4 		$171K Buy
+6,141
New +$179K ﹤0.01% 1754

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 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 $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors's SLVM Position: Q1 2024 in Review

CAPTRUST Financial Advisors sold out of Sylvamo (SLVM) in Q1 2024, closing a stake of 4,141 shares — an estimated $203K sold.

CAPTRUST Financial Advisors first reported a position in SLVM in Q4 2021 and held it in 5 quarters. The position peaked at $216K in Q4 2022. 353 funds tracked by Wall St. Rank hold SLVM as of Q1 2024.

  • CAPTRUST Financial Advisors reported no remaining Sylvamo position as of Q1 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,141 Sylvamo shares in Q1 2024, an estimated $203K.
  • CAPTRUST Financial Advisors first reported a position in Sylvamo in Q4 2021 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Sylvamo position peaked at $216K in Q4 2022.
  • 353 funds tracked by Wall St. Rank held Sylvamo as of Q1 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.