SWM
NAVI icon

SeaCrest Wealth Management’s Navient NAVI Stock Holding History

SeaCrest 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
2022
Q3 		– Sell
-1,377
Closed -$19K – 1169
2022
Q2 		$19K Buy
+1,377
New +$21.4K ﹤0.01% 1500
2019
Q2 		– Sell
-2,080
Closed -$24K – 1353
2019
Q1 		$24K Buy
2,080
+15
+0.7% +$172 ﹤0.01% 1216
2018
Q4 		$18K Sell
2,065
-538
-21% -$6.17K ﹤0.01% 1276
2018
Q3 		$35K Buy
2,603
+18
+0.7% +$244 0.01% 1152
2018
Q2 		$34K Buy
2,585
+20
+0.8% +$272 0.01% 1141
2018
Q1 		$34K Buy
2,565
+19
+0.7% +$258 0.01% 1114
2017
Q4 		$34K Buy
+2,546
New +$32.2K 0.01% 1123

Other funds holding NAVI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SeaCrest Wealth Management's NAVI Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Navient (NAVI) in Q3 2022, closing a stake of 1,377 shares — an estimated $19K sold.

SeaCrest Wealth Management first reported a position in NAVI in Q4 2017 and held it in 7 quarters. The position peaked at $35K in Q3 2018. 258 funds tracked by Wall St. Rank hold NAVI as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Navient position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,377 Navient shares in Q3 2022, an estimated $19K.
  • SeaCrest Wealth Management first reported a position in Navient in Q4 2017 and held it in 7 quarters.
  • SeaCrest Wealth Management's Navient position peaked at $35K in Q3 2018.
  • 258 funds tracked by Wall St. Rank held Navient as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.