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Pacific Capital Wealth Advisors’s SLM Corp SLM Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-284
Closed -$6.5K – 473
2024
Q3 		$6.5K Hold
284
– – ﹤0.01% 337
2024
Q2 		$5.9K Hold
284
– – ﹤0.01% 371
2024
Q1 		$6.19K Buy
+284
New +$5.66K ﹤0.01% 278

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pacific Capital Wealth Advisors's SLM Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of SLM Corp (SLM) in Q4 2024, closing a stake of 284 shares — an estimated $6.5K sold.

Pacific Capital Wealth Advisors first reported a position in SLM in Q1 2024 and held it in 3 quarters. The position peaked at $6.5K in Q3 2024. 345 funds tracked by Wall St. Rank hold SLM as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining SLM Corp position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 284 SLM Corp shares in Q4 2024, an estimated $6.5K.
  • Pacific Capital Wealth Advisors first reported a position in SLM Corp in Q1 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's SLM Corp position peaked at $6.5K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held SLM Corp as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.