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Financial Advocates Investment Management’s Navient NAVI Stock Holding History

Financial Advocates Investment 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
2021
Q1 		– Sell
-11,560
Closed -$114K – 779
2020
Q4 		$114K Buy
+11,560
New +$110K 0.01% 700

Other funds holding NAVI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Advocates Investment Management's NAVI Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of Navient (NAVI) in Q1 2021, closing a stake of 11,560 shares — an estimated $114K sold.

Financial Advocates Investment Management first reported a position in NAVI in Q4 2020 and held it in 1 quarter. The position peaked at $114K in Q4 2020. 277 funds tracked by Wall St. Rank hold NAVI as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining Navient position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,560 Navient shares in Q1 2021, an estimated $114K.
  • Financial Advocates Investment Management first reported a position in Navient in Q4 2020 and held it in 1 quarter.
  • Financial Advocates Investment Management's Navient position peaked at $114K in Q4 2020.
  • 277 funds tracked by Wall St. Rank held Navient as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.