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LGT Financial Advisors’s SLM Corp SLM Stock Holding History

LGT Financial Advisors’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-310
Closed -$8.55K – 661
2024
Q4 		$8.55K Hold
310
– – 0.02% 462
2024
Q3 		$7.09K Hold
310
– – 0.02% 469
2024
Q2 		$6.45K Hold
310
– – 0.01% 552
2024
Q1 		$6.75K Hold
310
– – 0.01% 559
2023
Q4 		$5.93K Hold
310
– – 0.01% 598
2023
Q3 		$4.22K Buy
+310
New +$4.66K 0.01% 659

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LGT Financial Advisors's SLM Position: Q1 2025 in Review

LGT Financial Advisors sold out of SLM Corp (SLM) in Q1 2025, closing a stake of 310 shares — an estimated $8.55K sold.

LGT Financial Advisors first reported a position in SLM in Q3 2023 and held it in 6 quarters. The position peaked at $8.55K in Q4 2024. 397 funds tracked by Wall St. Rank hold SLM as of Q1 2025.

  • LGT Financial Advisors reported no remaining SLM Corp position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 310 SLM Corp shares in Q1 2025, an estimated $8.55K.
  • LGT Financial Advisors first reported a position in SLM Corp in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's SLM Corp position peaked at $8.55K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held SLM Corp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.