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HHM Wealth Advisors’s Sylvamo SLVM Stock Holding History

HHM 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
2023
Q3 		– Sell
-41
Closed -$1.66K – 818
2023
Q2 		$1.66K Hold
41
– – ﹤0.01% 738
2023
Q1 		$1.9K Hold
41
– – ﹤0.01% 728
2022
Q4 		$1.99K Hold
41
– – ﹤0.01% 610
2022
Q3 		$1K Hold
41
– – ﹤0.01% 630
2022
Q2 		$1K Sell
41
-20
-33% -$839 ﹤0.01% 767
2022
Q1 		$2K Hold
61
– – ﹤0.01% 671
2021
Q4 		$2K Buy
+61
New +$1.78K ﹤0.01% 633

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
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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

HHM Wealth Advisors's SLVM Position: Q3 2023 in Review

HHM Wealth Advisors sold out of Sylvamo (SLVM) in Q3 2023, closing a stake of 41 shares — an estimated $1.66K sold.

HHM Wealth Advisors first reported a position in SLVM in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 313 funds tracked by Wall St. Rank hold SLVM as of Q3 2023.

  • HHM Wealth Advisors reported no remaining Sylvamo position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 41 Sylvamo shares in Q3 2023, an estimated $1.66K.
  • HHM Wealth Advisors first reported a position in Sylvamo in Q4 2021 and held it in 7 quarters.
  • HHM Wealth Advisors's Sylvamo position peaked at $2K in Q1 2022.
  • 313 funds tracked by Wall St. Rank held Sylvamo as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.