Clearstead Advisors’s Sylvamo SLVM Stock Holding History

Clearstead 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
2026 Q1	–	Sell	-1	Closed	-$49	–	2777
2025 Q4	$49	Sell	1 -41	-98%	-$1.87K	﹤0.01%	2611
2025 Q3	$1.86K	Buy	+42	New	+$1.95K	﹤0.01%	2469
2025 Q2	–	Sell	-13	Closed	-$872	–	2870
2025 Q1	$872	Sell	13 -3	-19%	-$219	﹤0.01%	2001
2024 Q4	$1.26K	Sell	16 -97	-86%	-$8.37K	﹤0.01%	1899
2024 Q3	$9.7K	Hold	113	–	–	﹤0.01%	1587
2024 Q2	$7.75K	Hold	113	–	–	﹤0.01%	1597
2024 Q1	$7.69K	Hold	113	–	–	﹤0.01%	1103
2023 Q4	$5.55K	Sell	113 -113	-50%	-$5.28K	﹤0.01%	1153
2023 Q3	$9.93K	Buy	226 +113	+100%	+$4.86K	﹤0.01%	1122
2023 Q2	$4.57K	Hold	113	–	–	﹤0.01%	1058
2023 Q1	$5.23K	Hold	113	–	–	﹤0.01%	1022
2022 Q4	$5.49K	Hold	113	–	–	﹤0.01%	975
2022 Q3	$4K	Hold	113	–	–	﹤0.01%	1007
2022 Q2	$4K	Sell	113 -23	-17%	-$965	﹤0.01%	1037
2022 Q1	$5K	Hold	136	–	–	﹤0.01%	1085
2021 Q4	$4K	Buy	+136	New	+$3.96K	﹤0.01%	1034

Other funds holding SLVM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

LSV Asset Management

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM