Morton Brown Family Wealth’s Sylvamo SLVM Stock Holding History

Morton Brown Family Wealth’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 Q3	–	Sell	-17	Closed	-$1K	–	321
2022 Q2	$1K	Buy	+17	New	+$713	﹤0.01%	251

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

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

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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AWAM

Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Morton Brown Family Wealth's SLVM Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Sylvamo (SLVM) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in SLVM in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 343 funds tracked by Wall St. Rank hold SLVM as of Q3 2022.

Morton Brown Family Wealth reported no remaining Sylvamo position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 17 Sylvamo shares in Q3 2022, an estimated $1K.
Morton Brown Family Wealth first reported a position in Sylvamo in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's Sylvamo position peaked at $1K in Q2 2022.
343 funds tracked by Wall St. Rank held Sylvamo as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.