Concord Wealth Partners’s Sylvamo SLVM Stock Holding History

Concord Wealth Partners’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	-9	Closed	-$433	–	688
2025 Q4	$433	Hold	9	–	–	﹤0.01%	776
2025 Q3	$398	Hold	9	–	–	﹤0.01%	777
2025 Q2	$451	Hold	9	–	–	﹤0.01%	791
2025 Q1	$604	Hold	9	–	–	﹤0.01%	750
2024 Q4	$711	Hold	9	–	–	﹤0.01%	834
2024 Q3	$773	Hold	9	–	–	﹤0.01%	864
2024 Q2	$617	Hold	9	–	–	﹤0.01%	753
2024 Q1	$556	Sell	9 -28	-76%	-$1.5K	﹤0.01%	812
2023 Q4	$1.82K	Hold	37	–	–	﹤0.01%	722
2023 Q3	$1.63K	Sell	37 -1	-3%	-$43	﹤0.01%	899
2023 Q2	$1.54K	Buy	38 +1	+3%	+$43	﹤0.01%	904
2023 Q1	$1.71K	Sell	37 -1	-3%	-$47	﹤0.01%	837
2022 Q4	$1.85K	Buy	+38	New	+$1.82K	﹤0.01%	952
2022 Q3	–	Sell	-38	Closed	-$1K	–	982
2022 Q2	$1K	Buy	+38	New	+$1.59K	﹤0.01%	1193
2022 Q1	–	Sell	-63	Closed	-$2K	–	1372
2021 Q4	$2K	Buy	+63	New	+$1.83K	﹤0.01%	1164

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Concord Wealth Partners's SLVM Position: Q1 2026 in Review

Concord Wealth Partners sold out of Sylvamo (SLVM) in Q1 2026, closing a stake of 9 shares — an estimated $433 sold.

Concord Wealth Partners first reported a position in SLVM in Q4 2021 and held it in 15 quarters. The position peaked at $2K in Q4 2021. 323 funds tracked by Wall St. Rank hold SLVM as of Q1 2026.

Concord Wealth Partners reported no remaining Sylvamo position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 9 Sylvamo shares in Q1 2026, an estimated $433.
Concord Wealth Partners first reported a position in Sylvamo in Q4 2021 and held it in 15 quarters.
Concord Wealth Partners's Sylvamo position peaked at $2K in Q4 2021.
323 funds tracked by Wall St. Rank held Sylvamo as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.