NewEdge Wealth’s Sylvamo SLVM Stock Holding History

NewEdge 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
2025 Q1	–	Sell	-4,736	Closed	-$374K	–	978
2024 Q4	$374K	Buy	+4,736	New	+$409K	0.01%	706

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

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth's SLVM Position: Q1 2025 in Review

NewEdge Wealth sold out of Sylvamo (SLVM) in Q1 2025, closing a stake of 4,736 shares — an estimated $374K sold.

NewEdge Wealth first reported a position in SLVM in Q4 2024 and held it in 1 quarter. The position peaked at $374K in Q4 2024. 387 funds tracked by Wall St. Rank hold SLVM as of Q1 2025.

NewEdge Wealth reported no remaining Sylvamo position as of Q1 2025 after selling out during the quarter.
NewEdge Wealth sold 4,736 Sylvamo shares in Q1 2025, an estimated $374K.
NewEdge Wealth first reported a position in Sylvamo in Q4 2024 and held it in 1 quarter.
NewEdge Wealth's Sylvamo position peaked at $374K in Q4 2024.
387 funds tracked by Wall St. Rank held Sylvamo as of Q1 2025.

Based on NewEdge Wealth's 13F filing for Q1 2025, filed 9 May 2025.