IFA
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Interactive Financial Advisors’s Navient NAVI Stock Holding History

Interactive Financial Advisors’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
2023
Q1 		– Sell
-500
Closed -$8.22K – 129
2022
Q4 		$8.22K Hold
500
– – ﹤0.01% 154
2022
Q3 		$7K Hold
500
– – ﹤0.01% 156
2022
Q2 		$7K Hold
500
– – ﹤0.01% 145
2022
Q1 		$9K Hold
500
– – ﹤0.01% 150
2021
Q4 		$11K Hold
500
– – ﹤0.01% 147
2021
Q3 		$10K Hold
500
– – ﹤0.01% 156
2021
Q2 		$10K Hold
500
– – ﹤0.01% 160
2021
Q1 		$7K Hold
500
– – ﹤0.01% 157
2020
Q4 		$5K Hold
500
– – ﹤0.01% 155
2020
Q3 		$4K Buy
+500
New +$4.1K ﹤0.01% 142

Other funds holding NAVI

SIM
Sherborne Investors Management New York $251M AUM 39.65% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Interactive Financial Advisors's NAVI Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Navient (NAVI) in Q1 2023, closing a stake of 500 shares — an estimated $8.22K sold.

Interactive Financial Advisors first reported a position in NAVI in Q3 2020 and held it in 10 quarters. The position peaked at $11K in Q4 2021. 271 funds tracked by Wall St. Rank hold NAVI as of Q1 2023.

  • Interactive Financial Advisors reported no remaining Navient position as of Q1 2023 after selling out during the quarter.
  • Interactive Financial Advisors sold 500 Navient shares in Q1 2023, an estimated $8.22K.
  • Interactive Financial Advisors first reported a position in Navient in Q3 2020 and held it in 10 quarters.
  • Interactive Financial Advisors's Navient position peaked at $11K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Navient as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.