SOA Wealth Advisors’s Sylvamo SLVM Stock Holding History

SOA Wealth Advisors’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 Q3	–	Sell	-1	Closed	–	–	980
2022 Q2	$0	Sell	1 -15	-94%	-$629	﹤0.01%	1010
2022 Q1	$0	Hold	16	–	–	﹤0.01%	997
2021 Q4	$0	Buy	+16	New	+$466	﹤0.01%	976

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWAM

Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SOA Wealth Advisors's SLVM Position: Q3 2022 in Review

SOA Wealth Advisors sold out of Sylvamo (SLVM) in Q3 2022, closing a stake of 1 share.

SOA Wealth Advisors first reported a position in SLVM in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 343 funds tracked by Wall St. Rank hold SLVM as of Q3 2022.

SOA Wealth Advisors reported no remaining Sylvamo position as of Q3 2022 after selling out during the quarter.
SOA Wealth Advisors sold 1 Sylvamo share in Q3 2022.
SOA Wealth Advisors first reported a position in Sylvamo in Q4 2021 and held it in 3 quarters.
SOA Wealth Advisors's Sylvamo position peaked at $0 in Q2 2022.
343 funds tracked by Wall St. Rank held Sylvamo as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.