SWM
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Selective Wealth Management’s Sylvamo SLVM Stock Holding History

Selective Wealth Management’s Portfolio SLVM Stock Details SLVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9
Closed – – 627
2022
Q3 		$0 Hold
9
– – ﹤0.01% 828
2022
Q2 		$0 Hold
9
– – ﹤0.01% 823
2022
Q1 		$0 Hold
9
– – ﹤0.01% 789
2021
Q4 		$0 Buy
+9
New +$262 ﹤0.01% 699

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Selective Wealth Management's SLVM Position: Q4 2022 in Review

Selective Wealth Management sold out of Sylvamo (SLVM) in Q4 2022, closing a stake of 9 shares.

Selective Wealth Management first reported a position in SLVM in Q4 2021 and held it in 4 quarters. The position peaked at $0 in Q3 2022. 365 funds tracked by Wall St. Rank hold SLVM as of Q4 2022.

  • Selective Wealth Management reported no remaining Sylvamo position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 9 Sylvamo shares in Q4 2022.
  • Selective Wealth Management first reported a position in Sylvamo in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's Sylvamo position peaked at $0 in Q3 2022.
  • 365 funds tracked by Wall St. Rank held Sylvamo as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.