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Patriot Financial Group Insurance Agency’s Sylvamo SLVM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-147
Closed -$5K – 1715
2022
Q2 		$5K Hold
147
– – ﹤0.01% 1503
2022
Q1 		$5K Buy
147
+100
+213% +$3.32K ﹤0.01% 1638
2021
Q4 		$1K Buy
+47
New +$1.37K ﹤0.01% 2077

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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 SLVM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Sylvamo (SLVM) in Q3 2022, closing a stake of 147 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in SLVM in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 344 funds tracked by Wall St. Rank hold SLVM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Sylvamo position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 147 Sylvamo shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Sylvamo in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Sylvamo position peaked at $5K in Q2 2022.
  • 344 funds tracked by Wall St. Rank held Sylvamo as of Q3 2022.

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