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Optimum Investment Advisors’s Sylvamo SLVM Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-145
Closed -$6.37K – 709
2023
Q3 		$6.37K Hold
145
– – ﹤0.01% 589
2023
Q2 		$5.87K Hold
145
– – ﹤0.01% 596
2023
Q1 		$6.71K Hold
145
– – ﹤0.01% 594
2022
Q4 		$7.05K Hold
145
– – ﹤0.01% 598
2022
Q3 		$5K Hold
145
– – ﹤0.01% 663
2022
Q2 		$5K Hold
145
– – ﹤0.01% 692
2022
Q1 		$5K Sell
145
-11
-7% -$365 ﹤0.01% 736
2021
Q4 		$4K Buy
+156
New +$4.54K ﹤0.01% 751

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Optimum Investment Advisors's SLVM Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Sylvamo (SLVM) in Q4 2023, closing a stake of 145 shares — an estimated $6.37K sold.

Optimum Investment Advisors first reported a position in SLVM in Q4 2021 and held it in 8 quarters. The position peaked at $7.05K in Q4 2022. 326 funds tracked by Wall St. Rank hold SLVM as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Sylvamo position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 145 Sylvamo shares in Q4 2023, an estimated $6.37K.
  • Optimum Investment Advisors first reported a position in Sylvamo in Q4 2021 and held it in 8 quarters.
  • Optimum Investment Advisors's Sylvamo position peaked at $7.05K in Q4 2022.
  • 326 funds tracked by Wall St. Rank held Sylvamo as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.