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Money Concepts Capital’s Sylvamo SLVM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-15
Closed -$729 – 2515
2022
Q4 		$729 Buy
15
+11
+275% +$528 ﹤0.01% 2936
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1656
2022
Q2 		$0 Sell
4
-12
-75% -$503 ﹤0.01% 2459
2022
Q1 		$1K Buy
+16
New +$531 ﹤0.01% 2604

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Money Concepts Capital's SLVM Position: Q1 2023 in Review

Money Concepts Capital sold out of Sylvamo (SLVM) in Q1 2023, closing a stake of 15 shares — an estimated $729 sold.

Money Concepts Capital first reported a position in SLVM in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 357 funds tracked by Wall St. Rank hold SLVM as of Q1 2023.

  • Money Concepts Capital reported no remaining Sylvamo position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 15 Sylvamo shares in Q1 2023, an estimated $729.
  • Money Concepts Capital first reported a position in Sylvamo in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Sylvamo position peaked at $1K in Q1 2022.
  • 357 funds tracked by Wall St. Rank held Sylvamo as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.