Simplicity Wealth’s Sylvamo SLVM Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-14,192	Closed	-$974K	–	1085
2024 Q2	$974K	Buy	14,192 +7,291	+106%	+$481K	0.02%	538
2024 Q1	$426K	Buy	+6,901	New	+$369K	0.01%	794

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Wealth's SLVM Position: Q3 2024 in Review

Simplicity Wealth sold out of Sylvamo (SLVM) in Q3 2024, closing a stake of 14,192 shares — an estimated $974K sold.

Simplicity Wealth first reported a position in SLVM in Q1 2024 and held it in 2 quarters. The position peaked at $974K in Q2 2024. 400 funds tracked by Wall St. Rank hold SLVM as of Q3 2024.

Simplicity Wealth reported no remaining Sylvamo position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 14,192 Sylvamo shares in Q3 2024, an estimated $974K.
Simplicity Wealth first reported a position in Sylvamo in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Sylvamo position peaked at $974K in Q2 2024.
400 funds tracked by Wall St. Rank held Sylvamo as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.