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Financial Synergies Wealth Advisors’s Sylvamo SLVM Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-71
Closed -$4.38K – 401
2024
Q1 		$4.38K Hold
71
– – ﹤0.01% 282
2023
Q4 		$3.45K Hold
71
– – ﹤0.01% 231
2023
Q3 		$3.12K Hold
71
– – ﹤0.01% 281
2023
Q2 		$2.87K Hold
71
– – ﹤0.01% 280
2023
Q1 		$3.29K Hold
71
– – ﹤0.01% 282
2022
Q4 		$3.45K Hold
71
– – ﹤0.01% 231
2022
Q3 		$2.41K Hold
71
– – ﹤0.01% 216
2022
Q2 		$2.32K Buy
+71
New +$2.98K ﹤0.01% 225

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Synergies Wealth Advisors's SLVM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Sylvamo (SLVM) in Q2 2024, closing a stake of 71 shares — an estimated $4.38K sold.

Financial Synergies Wealth Advisors first reported a position in SLVM in Q2 2022 and held it in 8 quarters. The position peaked at $4.38K in Q1 2024. 380 funds tracked by Wall St. Rank hold SLVM as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Sylvamo position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 71 Sylvamo shares in Q2 2024, an estimated $4.38K.
  • Financial Synergies Wealth Advisors first reported a position in Sylvamo in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Sylvamo position peaked at $4.38K in Q1 2024.
  • 380 funds tracked by Wall St. Rank held Sylvamo as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.