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Lenox Wealth Advisors’s Sylvamo SLVM Stock Holding History

Lenox 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
2022
Q1 		$3K Sell
81
-700
-90% -$23.2K ﹤0.01% 621
2021
Q4 		$22K Buy
+781
New +$22.7K ﹤0.01% 378

Other funds holding SLVM

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
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lenox Wealth Advisors's SLVM Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Sylvamo (SLVM) stake by 90% in Q1 2022, selling an estimated $23.2K and leaving 81 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Lenox Wealth Advisors first reported a position in SLVM in Q4 2021 and has held it in 2 quarters since. The position peaked at $22K in Q4 2021. 321 funds tracked by Wall St. Rank hold SLVM as of Q1 2022.

  • Lenox Wealth Advisors held 81 shares of Sylvamo worth $3K as of Q1 2022.
  • Lenox Wealth Advisors sold 700 Sylvamo shares in Q1 2022, an estimated $23.2K.
  • Sylvamo made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #621 holding.
  • Lenox Wealth Advisors first reported a position in Sylvamo in Q4 2021 and has held it in 2 quarters since.
  • Lenox Wealth Advisors's Sylvamo position peaked at $22K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held Sylvamo as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.