SWM
SLM icon

Spire Wealth Management’s SLM Corp SLM Stock Holding History

Spire Wealth Management’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-177
Closed -$3K – 2585
2022
Q4 		$3K Buy
+177
New +$2.9K ﹤0.01% 1993
2022
Q1 		– Sell
-137
Closed -$3K – 2834
2021
Q4 		$3K Buy
+137
New +$2.51K ﹤0.01% 2718
2021
Q2 		– Sell
-220
Closed -$4K – 2922
2021
Q1 		$4K Buy
+220
New +$3.34K ﹤0.01% 2708

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spire Wealth Management's SLM Position: Q1 2023 in Review

Spire Wealth Management sold out of SLM Corp (SLM) in Q1 2023, closing a stake of 177 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in SLM in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 297 funds tracked by Wall St. Rank hold SLM as of Q1 2023.

  • Spire Wealth Management reported no remaining SLM Corp position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 177 SLM Corp shares in Q1 2023, an estimated $3K.
  • Spire Wealth Management first reported a position in SLM Corp in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's SLM Corp position peaked at $4K in Q1 2021.
  • 297 funds tracked by Wall St. Rank held SLM Corp as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.