RIA
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Regal Investment Advisors’s Navient NAVI Stock Holding History

Regal Investment 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
2020
Q3 		– Sell
-16,425
Closed -$115K – 172
2020
Q2 		$115K Buy
+16,425
New +$122K 0.02% 319
2015
Q1 		– Sell
-243
Closed -$5K – 1013
2014
Q4 		$5K Buy
243
+82
+51% +$1.64K ﹤0.01% 753
2014
Q3 		$3K Sell
161
-5
-3% -$88 ﹤0.01% 849
2014
Q2 		$3K Buy
+166
New +$2.75K ﹤0.01% 817

Other funds holding NAVI

BlackRock
BlackRock New York $5.72T 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Regal Investment Advisors's NAVI Position: Q3 2020 in Review

Regal Investment Advisors sold out of Navient (NAVI) in Q3 2020, closing a stake of 16,425 shares — an estimated $115K sold.

Regal Investment Advisors first reported a position in NAVI in Q2 2014 and held it in 4 quarters. The position peaked at $115K in Q2 2020. 271 funds tracked by Wall St. Rank hold NAVI as of Q3 2020.

  • Regal Investment Advisors reported no remaining Navient position as of Q3 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 16,425 Navient shares in Q3 2020, an estimated $115K.
  • Regal Investment Advisors first reported a position in Navient in Q2 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Navient position peaked at $115K in Q2 2020.
  • 271 funds tracked by Wall St. Rank held Navient as of Q3 2020.

Based on Regal Investment Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.