PFGIA
SLM icon

Patriot Financial Group Insurance Agency’s SLM Corp SLM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-250
Closed -$4K – 1712
2022
Q2 		$4K Sell
250
-13
-5% -$225 ﹤0.01% 1579
2022
Q1 		$5K Hold
263
– – ﹤0.01% 1637
2021
Q4 		$5K Sell
263
-30
-10% -$550 ﹤0.01% 1725
2021
Q3 		$5K Buy
293
+43
+17% +$807 ﹤0.01% 1712
2021
Q2 		$5K Hold
250
– – ﹤0.01% 1669
2021
Q1 		$4K Buy
250
+137
+121% +$2.08K ﹤0.01% 1644
2020
Q4 		$1K Buy
+113
New +$1.19K ﹤0.01% 1801

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SLM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of SLM Corp (SLM) in Q3 2022, closing a stake of 250 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in SLM in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 304 funds tracked by Wall St. Rank hold SLM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining SLM Corp position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 250 SLM Corp shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in SLM Corp in Q4 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's SLM Corp position peaked at $5K in Q1 2022.
  • 304 funds tracked by Wall St. Rank held SLM Corp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.