GA
SLVM icon

GoalVest Advisory’s Sylvamo SLVM Stock Holding History

GoalVest Advisory’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
2022
Q3 		– Sell
-25
Closed -$1K – 300
2022
Q2 		$1K Buy
+25
New +$1.05K ﹤0.01% 297

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GoalVest Advisory's SLVM Position: Q3 2022 in Review

GoalVest Advisory sold out of Sylvamo (SLVM) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

GoalVest Advisory first reported a position in SLVM in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 343 funds tracked by Wall St. Rank hold SLVM as of Q3 2022.

  • GoalVest Advisory reported no remaining Sylvamo position as of Q3 2022 after selling out during the quarter.
  • GoalVest Advisory sold 25 Sylvamo shares in Q3 2022, an estimated $1K.
  • GoalVest Advisory first reported a position in Sylvamo in Q2 2022 and held it in 1 quarter.
  • GoalVest Advisory's Sylvamo position peaked at $1K in Q2 2022.
  • 343 funds tracked by Wall St. Rank held Sylvamo as of Q3 2022.

Based on GoalVest Advisory's 13F filing for Q3 2022, filed 11 Oct 2022.