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	–	689
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	–	983
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 $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