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PSI Advisors’s Navient NAVI Stock Holding History

PSI Advisors’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
2023
Q3 		– Sell
-840
Closed -$15.6K – 877
2023
Q2 		$15.6K Hold
840
– – 0.01% 425
2023
Q1 		$13.4K Hold
840
– – 0.01% 392
2022
Q4 		$13.8K Sell
840
-331
-28% -$5.24K 0.01% 378
2022
Q3 		$17K Hold
1,171
– – 0.01% 349
2022
Q2 		$16K Hold
1,171
– – 0.01% 386
2022
Q1 		$20K Hold
1,171
– – 0.01% 372
2021
Q4 		$25K Hold
1,171
– – 0.01% 363
2021
Q3 		$23K Buy
+1,171
New +$25.1K 0.01% 363
2020
Q1 		– Sell
-1,556
Closed -$21K – 408
2019
Q4 		$21K Buy
+1,556
New +$20.9K 0.01% 373

Other funds holding NAVI

SIM
Sherborne Investors Management New York $241M AUM 35.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return