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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 $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Perigon Wealth Management's SLVM Position: Q2 2025 in Review

Perigon Wealth Management sold out of Sylvamo (SLVM) in Q2 2025, closing a stake of 9,233 shares — an estimated $619K sold.

Perigon Wealth Management first reported a position in SLVM in Q3 2023 and held it in 7 quarters. The position peaked at $967K in Q3 2024. 374 funds tracked by Wall St. Rank hold SLVM as of Q2 2025.

  • Perigon Wealth Management reported no remaining Sylvamo position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 9,233 Sylvamo shares in Q2 2025, an estimated $619K.
  • Perigon Wealth Management first reported a position in Sylvamo in Q3 2023 and held it in 7 quarters.
  • Perigon Wealth Management's Sylvamo position peaked at $967K in Q3 2024.
  • 374 funds tracked by Wall St. Rank held Sylvamo as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.