IWM
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IHT Wealth Management’s Navient NAVI Stock Holding History

IHT Wealth Management’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-47
Closed -$1K – 1019
2018
Q1 		$1K Hold
47
– – ﹤0.01% 1607
2017
Q4 		$1K Hold
47
– – ﹤0.01% 1599
2017
Q3 		$1K Hold
47
– – ﹤0.01% 1332
2017
Q2 		$30K Hold
47
– – 0.01% 659
2017
Q1 		$1K Hold
47
– – ﹤0.01% 1191
2016
Q4 		$1K Buy
+47
New +$731 ﹤0.01% 1137

Other funds holding NAVI

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

IHT Wealth Management's NAVI Position: Q2 2018 in Review

IHT Wealth Management sold out of Navient (NAVI) in Q2 2018, closing a stake of 47 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in NAVI in Q4 2016 and held it in 6 quarters. The position peaked at $30K in Q2 2017. 337 funds tracked by Wall St. Rank hold NAVI as of Q2 2018.

  • IHT Wealth Management reported no remaining Navient position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 47 Navient shares in Q2 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in Navient in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Navient position peaked at $30K in Q2 2017.
  • 337 funds tracked by Wall St. Rank held Navient as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.