Navis Wealth Advisors’s Navient NAVI Stock Holding History

Navis Wealth Advisors’s Portfolio NAVI Stock Details NAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-7,500	Closed	-$74K	–	161
2020 Q4	$74K	Buy	+7,500	New	+$71.2K	0.07%	133

Other funds holding NAVI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Navis Wealth Advisors's NAVI Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Navient (NAVI) in Q1 2021, closing a stake of 7,500 shares — an estimated $74K sold.

Navis Wealth Advisors first reported a position in NAVI in Q4 2020 and held it in 1 quarter. The position peaked at $74K in Q4 2020. 277 funds tracked by Wall St. Rank hold NAVI as of Q1 2021.

Navis Wealth Advisors reported no remaining Navient position as of Q1 2021 after selling out during the quarter.
Navis Wealth Advisors sold 7,500 Navient shares in Q1 2021, an estimated $74K.
Navis Wealth Advisors first reported a position in Navient in Q4 2020 and held it in 1 quarter.
Navis Wealth Advisors's Navient position peaked at $74K in Q4 2020.
277 funds tracked by Wall St. Rank held Navient as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.