Milestone Wealth’s SLM Corp SLM Stock Holding History

Milestone Wealth’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
2022 Q2	–	Sell	-8,166	Closed	-$161K	–	246
2022 Q1	$161K	Hold	8,166	–	–	0.13%	66
2021 Q4	$161K	Buy	+8,166	New	+$150K	0.13%	66

Other funds holding SLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Milestone Wealth's SLM Position: Q2 2022 in Review

Milestone Wealth sold out of SLM Corp (SLM) in Q2 2022, closing a stake of 8,166 shares — an estimated $161K sold.

Milestone Wealth first reported a position in SLM in Q4 2021 and held it in 2 quarters. The position peaked at $161K in Q1 2022. 300 funds tracked by Wall St. Rank hold SLM as of Q2 2022.

Milestone Wealth reported no remaining SLM Corp position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 8,166 SLM Corp shares in Q2 2022, an estimated $161K.
Milestone Wealth first reported a position in SLM Corp in Q4 2021 and held it in 2 quarters.
Milestone Wealth's SLM Corp position peaked at $161K in Q1 2022.
300 funds tracked by Wall St. Rank held SLM Corp as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.