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Focused Wealth Management’s Sylvamo SLVM Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-9
Closed -$442 – 841
2023
Q4 		$442 Hold
9
– – ﹤0.01% 915
2023
Q3 		$395 Hold
9
– – ﹤0.01% 934
2023
Q2 		$364 Hold
9
– – ﹤0.01% 975
2023
Q1 		$416 Hold
9
– – ﹤0.01% 949
2022
Q4 		$437 Hold
9
– – ﹤0.01% 962
2022
Q3 		$0 Hold
9
– – ﹤0.01% 1043
2022
Q2 		$0 Hold
9
– – ﹤0.01% 1062
2022
Q1 		$0 Hold
9
– – ﹤0.01% 1097
2021
Q4 		$0 Buy
+9
New +$262 ﹤0.01% 1091

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
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's SLVM Position: Q1 2024 in Review

Focused Wealth Management sold out of Sylvamo (SLVM) in Q1 2024, closing a stake of 9 shares — an estimated $442 sold.

Focused Wealth Management first reported a position in SLVM in Q4 2021 and held it in 9 quarters. The position peaked at $442 in Q4 2023. 353 funds tracked by Wall St. Rank hold SLVM as of Q1 2024.

  • Focused Wealth Management reported no remaining Sylvamo position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 9 Sylvamo shares in Q1 2024, an estimated $442.
  • Focused Wealth Management first reported a position in Sylvamo in Q4 2021 and held it in 9 quarters.
  • Focused Wealth Management's Sylvamo position peaked at $442 in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Sylvamo as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.