PWM
SLVM icon

Perigon Wealth Management’s Sylvamo SLVM Stock Holding History

Perigon Wealth Management’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
2025
Q2 		– Sell
-9,233
Closed -$619K – 1104
2025
Q1 		$619K Buy
9,233
+323
+4% +$23.5K 0.02% 577
2024
Q4 		$706K Sell
8,910
-2,349
-21% -$203K 0.02% 536
2024
Q3 		$967K Buy
11,259
+817
+8% +$61K 0.03% 443
2024
Q2 		$716K Buy
10,442
+33
+0.3% +$2.18K 0.02% 448
2024
Q1 		$643K Sell
10,409
-879
-8% -$47K 0.02% 477
2023
Q4 		$554K Buy
11,288
+1,137
+11% +$53.1K 0.02% 472
2023
Q3 		$446K Buy
+10,151
New +$436K 0.02% 469

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return