DWM
NAVI icon

Doyle Wealth Management’s Navient NAVI Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-5,250
Closed -$72K – 549
2019
Q2 		$72K Buy
+5,250
New +$68.5K 0.01% 304
2019
Q1 		– Sell
-5,250
Closed -$46K – 534
2018
Q4 		$46K Buy
+5,250
New +$60.2K 0.01% 370

Other funds holding NAVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Doyle Wealth Management's NAVI Position: Q3 2019 in Review

Doyle Wealth Management sold out of Navient (NAVI) in Q3 2019, closing a stake of 5,250 shares — an estimated $72K sold.

Doyle Wealth Management first reported a position in NAVI in Q4 2018 and held it in 2 quarters. The position peaked at $72K in Q2 2019. 315 funds tracked by Wall St. Rank hold NAVI as of Q3 2019.

  • Doyle Wealth Management reported no remaining Navient position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 5,250 Navient shares in Q3 2019, an estimated $72K.
  • Doyle Wealth Management first reported a position in Navient in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Navient position peaked at $72K in Q2 2019.
  • 315 funds tracked by Wall St. Rank held Navient as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.