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Spire Wealth Management’s Sylvamo SLVM Stock Holding History

Spire 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
2023
Q2 		– Sell
-444
Closed -$20.5K – 2525
2023
Q1 		$20.5K Sell
444
-26
-6% -$1.23K ﹤0.01% 1606
2022
Q4 		$23K Buy
470
+34
+8% +$1.63K ﹤0.01% 1323
2022
Q3 		$15K Buy
436
+249
+133% +$9.45K ﹤0.01% 1450
2022
Q2 		$6K Buy
+187
New +$7.84K ﹤0.01% 2093

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Spire Wealth Management's SLVM Position: Q2 2023 in Review

Spire Wealth Management sold out of Sylvamo (SLVM) in Q2 2023, closing a stake of 444 shares — an estimated $20.5K sold.

Spire Wealth Management first reported a position in SLVM in Q2 2022 and held it in 4 quarters. The position peaked at $23K in Q4 2022. 330 funds tracked by Wall St. Rank hold SLVM as of Q2 2023.

  • Spire Wealth Management reported no remaining Sylvamo position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 444 Sylvamo shares in Q2 2023, an estimated $20.5K.
  • Spire Wealth Management first reported a position in Sylvamo in Q2 2022 and held it in 4 quarters.
  • Spire Wealth Management's Sylvamo position peaked at $23K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Sylvamo as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.