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Raffa Wealth Management’s Navient NAVI Stock Holding History

Raffa Wealth Management’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
2017
Q3 		– Sell
-88
Closed -$1.47K – 346
2017
Q2 		$1.47K Hold
88
– – ﹤0.01% 316
2017
Q1 		$1.3K Hold
88
– – ﹤0.01% 304
2016
Q4 		$1.45K Buy
88
+35
+66% +$544 ﹤0.01% 333
2016
Q3 		$767 Buy
+53
New +$738 ﹤0.01% 512

Other funds holding NAVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Raffa Wealth Management's NAVI Position: Q3 2017 in Review

Raffa Wealth Management sold out of Navient (NAVI) in Q3 2017, closing a stake of 88 shares — an estimated $1.47K sold.

Raffa Wealth Management first reported a position in NAVI in Q3 2016 and held it in 4 quarters. The position peaked at $1.47K in Q2 2017. 356 funds tracked by Wall St. Rank hold NAVI as of Q3 2017.

  • Raffa Wealth Management reported no remaining Navient position as of Q3 2017 after selling out during the quarter.
  • Raffa Wealth Management sold 88 Navient shares in Q3 2017, an estimated $1.47K.
  • Raffa Wealth Management first reported a position in Navient in Q3 2016 and held it in 4 quarters.
  • Raffa Wealth Management's Navient position peaked at $1.47K in Q2 2017.
  • 356 funds tracked by Wall St. Rank held Navient as of Q3 2017.

Based on Raffa Wealth Management's 13F filing for Q3 2017, filed 27 Jul 2026.