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 – 1355
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return