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Planned Solutions’s Navient NAVI Stock Holding History

Planned Solutions’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
2024
Q1 		– Sell
-900
Closed -$16.8K – 377
2023
Q4 		$16.8K Buy
+900
New +$15.7K 0.01% 384
2021
Q1 		– Sell
-900
Closed -$9K – 284
2020
Q4 		$9K Hold
900
– – 0.01% 335
2020
Q3 		$8K Buy
+900
New +$7.38K 0.01% 266

Other funds holding NAVI

SIM
Sherborne Investors Management New York $251M AUM 39.65% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Planned Solutions's NAVI Position: Q1 2024 in Review

Planned Solutions sold out of Navient (NAVI) in Q1 2024, closing a stake of 900 shares — an estimated $16.8K sold.

Planned Solutions first reported a position in NAVI in Q3 2020 and held it in 3 quarters. The position peaked at $16.8K in Q4 2023. 247 funds tracked by Wall St. Rank hold NAVI as of Q1 2024.

  • Planned Solutions reported no remaining Navient position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 900 Navient shares in Q1 2024, an estimated $16.8K.
  • Planned Solutions first reported a position in Navient in Q3 2020 and held it in 3 quarters.
  • Planned Solutions's Navient position peaked at $16.8K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Navient as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.