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San Luis Wealth Advisors’s SLM Corp SLM Stock Holding History

San Luis Wealth Advisors’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-62,389
Closed -$773K – 183
2023
Q1 		$773K Sell
62,389
-2,686
-4% -$39.7K 0.3% 94
2022
Q4 		$1.08M Buy
65,075
+35,220
+118% +$577K 1.01% 29
2022
Q3 		$418K Buy
+29,855
New +$463K 0.44% 53

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IC
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Massachusetts Financial Services
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UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

San Luis Wealth Advisors's SLM Position: Q2 2023 in Review

San Luis Wealth Advisors sold out of SLM Corp (SLM) in Q2 2023, closing a stake of 62,389 shares — an estimated $773K sold.

San Luis Wealth Advisors first reported a position in SLM in Q3 2022 and held it in 3 quarters. The position peaked at $1.08M in Q4 2022. 289 funds tracked by Wall St. Rank hold SLM as of Q2 2023.

  • San Luis Wealth Advisors reported no remaining SLM Corp position as of Q2 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 62,389 SLM Corp shares in Q2 2023, an estimated $773K.
  • San Luis Wealth Advisors first reported a position in SLM Corp in Q3 2022 and held it in 3 quarters.
  • San Luis Wealth Advisors's SLM Corp position peaked at $1.08M in Q4 2022.
  • 289 funds tracked by Wall St. Rank held SLM Corp as of Q2 2023.

Based on San Luis Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.