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MorganRosel Wealth Management’s Sylvamo SLVM Stock Holding History

MorganRosel Wealth Management’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
2025
Q2 		– Sell
-17,472
Closed -$1.17M – 378
2025
Q1 		$1.17M Buy
17,472
+223
+1% +$16.3K 0.36% 50
2024
Q4 		$1.36M Sell
17,249
-251
-1% -$21.7K 0.45% 41
2024
Q3 		$1.5M Buy
+17,500
New +$1.31M 0.5% 35

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

MorganRosel Wealth Management's SLVM Position: Q2 2025 in Review

MorganRosel Wealth Management sold out of Sylvamo (SLVM) in Q2 2025, closing a stake of 17,472 shares — an estimated $1.17M sold.

MorganRosel Wealth Management first reported a position in SLVM in Q3 2024 and held it in 3 quarters. The position peaked at $1.5M in Q3 2024. 373 funds tracked by Wall St. Rank hold SLVM as of Q2 2025.

  • MorganRosel Wealth Management reported no remaining Sylvamo position as of Q2 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 17,472 Sylvamo shares in Q2 2025, an estimated $1.17M.
  • MorganRosel Wealth Management first reported a position in Sylvamo in Q3 2024 and held it in 3 quarters.
  • MorganRosel Wealth Management's Sylvamo position peaked at $1.5M in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Sylvamo as of Q2 2025.

Based on MorganRosel Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.