PWMG
NAVI icon

Private Wealth Management Group’s Navient NAVI Stock Holding History

Private Wealth Management Group’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
Q2 		– Sell
-108
Closed -$1.88K – 1579
2024
Q1 		$1.88K Hold
108
– – ﹤0.01% 1001
2023
Q4 		$2.01K Buy
+108
New +$1.88K ﹤0.01% 979

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 $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Wealth Management Group's NAVI Position: Q2 2024 in Review

Private Wealth Management Group sold out of Navient (NAVI) in Q2 2024, closing a stake of 108 shares — an estimated $1.88K sold.

Private Wealth Management Group first reported a position in NAVI in Q4 2023 and held it in 2 quarters. The position peaked at $2.01K in Q4 2023. 242 funds tracked by Wall St. Rank hold NAVI as of Q2 2024.

  • Private Wealth Management Group reported no remaining Navient position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 108 Navient shares in Q2 2024, an estimated $1.88K.
  • Private Wealth Management Group first reported a position in Navient in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Navient position peaked at $2.01K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Navient as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.