CreativeOne Wealth’s SLM Corp SLM Stock Holding History

CreativeOne Wealth’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 Q3	–	Sell	-30,338	Closed	-$484K	–	764
2022 Q2	$484K	Buy	+30,338	New	+$525K	0.03%	427

Other funds holding SLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CreativeOne Wealth's SLM Position: Q3 2022 in Review

CreativeOne Wealth sold out of SLM Corp (SLM) in Q3 2022, closing a stake of 30,338 shares — an estimated $484K sold.

CreativeOne Wealth first reported a position in SLM in Q2 2022 and held it in 1 quarter. The position peaked at $484K in Q2 2022. 304 funds tracked by Wall St. Rank hold SLM as of Q3 2022.

CreativeOne Wealth reported no remaining SLM Corp position as of Q3 2022 after selling out during the quarter.
CreativeOne Wealth sold 30,338 SLM Corp shares in Q3 2022, an estimated $484K.
CreativeOne Wealth first reported a position in SLM Corp in Q2 2022 and held it in 1 quarter.
CreativeOne Wealth's SLM Corp position peaked at $484K in Q2 2022.
304 funds tracked by Wall St. Rank held SLM Corp as of Q3 2022.

Based on CreativeOne Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.