SWM
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Sugarloaf Wealth Management’s Sylvamo SLVM Stock Holding History

Sugarloaf 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
Q1 		– Sell
-1
Closed -$49 – 771
2022
Q4 		$49 Sell
1
-1
-50% -$48 ﹤0.01% 775
2022
Q3 		$1K Buy
2
+1
+100% +$38 ﹤0.01% 797
2022
Q2 		$0 Buy
+1
New +$42 ﹤0.01% 824

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sugarloaf Wealth Management's SLVM Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Sylvamo (SLVM) in Q1 2023, closing a stake of 1 share — an estimated $49 sold.

Sugarloaf Wealth Management first reported a position in SLVM in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 357 funds tracked by Wall St. Rank hold SLVM as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Sylvamo position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1 Sylvamo share in Q1 2023, an estimated $49.
  • Sugarloaf Wealth Management first reported a position in Sylvamo in Q2 2022 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Sylvamo position peaked at $1K in Q3 2022.
  • 357 funds tracked by Wall St. Rank held Sylvamo as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.