Halpern Financial’s Sylvamo SLVM Stock Holding History

Halpern Financial’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 Q4	–	Sell	-1	Closed	-$34	–	217
2022 Q3	$34	Hold	1	–	–	﹤0.01%	211
2022 Q2	$33	Hold	1	–	–	﹤0.01%	316
2022 Q1	$33	Hold	1	–	–	﹤0.01%	222
2021 Q4	$28	Buy	+1	New	+$29	﹤0.01%	247

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

AWAM

Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Halpern Financial's SLVM Position: Q4 2022 in Review

Halpern Financial sold out of Sylvamo (SLVM) in Q4 2022, closing a stake of 1 share — an estimated $34 sold.

Halpern Financial first reported a position in SLVM in Q4 2021 and held it in 4 quarters. The position peaked at $34 in Q3 2022. 365 funds tracked by Wall St. Rank hold SLVM as of Q4 2022.

Halpern Financial reported no remaining Sylvamo position as of Q4 2022 after selling out during the quarter.
Halpern Financial sold 1 Sylvamo share in Q4 2022, an estimated $34.
Halpern Financial first reported a position in Sylvamo in Q4 2021 and held it in 4 quarters.
Halpern Financial's Sylvamo position peaked at $34 in Q3 2022.
365 funds tracked by Wall St. Rank held Sylvamo as of Q4 2022.

Based on Halpern Financial's 13F filing for Q4 2022, filed 21 Sep 2023.