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Patriot Financial Group Insurance Agency’s Navient NAVI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-122
Closed -$2K – 2220
2021
Q3 		$2K Sell
122
-29
-19% -$623 ﹤0.01% 1954
2021
Q2 		$3K Buy
+151
New +$2.59K ﹤0.01% 1794

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CF
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NAVI Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Navient (NAVI) in Q4 2021, closing a stake of 122 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in NAVI in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 268 funds tracked by Wall St. Rank hold NAVI as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Navient position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 122 Navient shares in Q4 2021, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Navient in Q2 2021 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Navient position peaked at $3K in Q2 2021.
  • 268 funds tracked by Wall St. Rank held Navient as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.