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Carolina Wealth Advisors’s SLM Corp SLM Stock Holding History

Carolina Wealth Advisors’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-18,824
Closed -$346K – 290
2022
Q1 		$346K Buy
18,824
+1,416
+8% +$26.8K 0.22% 45
2021
Q4 		$342K Buy
17,408
+2,987
+21% +$54.7K 0.19% 38
2021
Q3 		$254K Buy
14,421
+1,590
+12% +$29.9K 0.17% 45
2021
Q2 		$269K Buy
12,831
+2,532
+25% +$49.9K 0.18% 45
2021
Q1 		$185K Buy
+10,299
New +$156K 0.14% 49

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carolina Wealth Advisors's SLM Position: Q2 2022 in Review

Carolina Wealth Advisors sold out of SLM Corp (SLM) in Q2 2022, closing a stake of 18,824 shares — an estimated $346K sold.

Carolina Wealth Advisors first reported a position in SLM in Q1 2021 and held it in 5 quarters. The position peaked at $346K in Q1 2022. 301 funds tracked by Wall St. Rank hold SLM as of Q2 2022.

  • Carolina Wealth Advisors reported no remaining SLM Corp position as of Q2 2022 after selling out during the quarter.
  • Carolina Wealth Advisors sold 18,824 SLM Corp shares in Q2 2022, an estimated $346K.
  • Carolina Wealth Advisors first reported a position in SLM Corp in Q1 2021 and held it in 5 quarters.
  • Carolina Wealth Advisors's SLM Corp position peaked at $346K in Q1 2022.
  • 301 funds tracked by Wall St. Rank held SLM Corp as of Q2 2022.

Based on Carolina Wealth Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.