CFD
NAVI icon

Creative Financial Designs’s Navient NAVI Stock Holding History

Creative Financial Designs’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-107
Closed -$1.86K – 1698
2024
Q1 		$1.86K Hold
107
– – ﹤0.01% 1494
2023
Q4 		$1.99K Buy
+107
New +$1.87K ﹤0.01% 1428
2021
Q3 		– Sell
-400
Closed -$8.59K – 1434
2021
Q2 		$8K Buy
+400
New +$6.87K ﹤0.01% 1071

Other funds holding NAVI

SIM
Sherborne Investors Management New York $251M AUM 39.65% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Financial Designs's NAVI Position: Q2 2024 in Review

Creative Financial Designs sold out of Navient (NAVI) in Q2 2024, closing a stake of 107 shares — an estimated $1.86K sold.

Creative Financial Designs first reported a position in NAVI in Q2 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 242 funds tracked by Wall St. Rank hold NAVI as of Q2 2024.

  • Creative Financial Designs reported no remaining Navient position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 107 Navient shares in Q2 2024, an estimated $1.86K.
  • Creative Financial Designs first reported a position in Navient in Q2 2021 and held it in 3 quarters.
  • Creative Financial Designs's Navient position peaked at $8K in Q2 2021.
  • 242 funds tracked by Wall St. Rank held Navient as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.