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Harvest Group Wealth Management’s Sylvamo SLVM Stock Holding History

Harvest Group 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
2023
Q1 		$231 Sell
5
-10
-67% -$475 ﹤0.01% 177
2022
Q4 		$729 Buy
+15
New +$720 ﹤0.01% 161
2022
Q1 		– Sell
-37
Closed -$1K – 159
2021
Q4 		$1K Buy
+37
New +$1.08K ﹤0.01% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harvest Group Wealth Management's SLVM Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Sylvamo (SLVM) stake by 67% in Q1 2023, selling an estimated $475 and leaving 5 shares worth $231. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Harvest Group Wealth Management first reported a position in SLVM in Q4 2021 and has held it in 3 quarters since. The position peaked at $1K in Q4 2021. 357 funds tracked by Wall St. Rank hold SLVM as of Q1 2023.

  • Harvest Group Wealth Management held 5 shares of Sylvamo worth $231 as of Q1 2023.
  • Harvest Group Wealth Management sold 10 Sylvamo shares in Q1 2023, an estimated $475.
  • Sylvamo made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #177 holding.
  • Harvest Group Wealth Management first reported a position in Sylvamo in Q4 2021 and has held it in 3 quarters since.
  • Harvest Group Wealth Management's Sylvamo position peaked at $1K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held Sylvamo as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.