SWA
SLVM icon

Sutton Wealth Advisors’s Sylvamo SLVM Stock Holding History

Sutton 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
2023
Q3 		$176 Sell
4
-2
-33% -$86 ﹤0.01% 842
2023
Q2 		$243 Hold
6
– – ﹤0.01% 824
2023
Q1 		$278 Sell
6
-385
-98% -$18.3K ﹤0.01% 777
2022
Q4 		$19K Buy
391
+119
+44% +$5.71K 0.01% 713
2022
Q3 		$9.22K Hold
272
– – ﹤0.01% 913
2022
Q2 		$8.89K Sell
272
-7
-3% -$294 ﹤0.01% 935
2022
Q1 		$9.29K Sell
279
-35
-11% -$1.16K ﹤0.01% 950
2021
Q4 		$8.76K Buy
+314
New +$9.15K ﹤0.01% 975

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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Sutton Wealth Advisors's SLVM Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Sylvamo (SLVM) stake by 33% in Q3 2023, selling an estimated $86 and leaving 4 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Sutton Wealth Advisors first reported a position in SLVM in Q4 2021 and has held it in 8 quarters since. The position peaked at $19K in Q4 2022. 313 funds tracked by Wall St. Rank hold SLVM as of Q3 2023.

  • Sutton Wealth Advisors held 4 shares of Sylvamo worth $176 as of Q3 2023.
  • Sutton Wealth Advisors sold 2 Sylvamo shares in Q3 2023, an estimated $86.
  • Sylvamo made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #842 holding.
  • Sutton Wealth Advisors first reported a position in Sylvamo in Q4 2021 and has held it in 8 quarters since.
  • Sutton Wealth Advisors's Sylvamo position peaked at $19K in Q4 2022.
  • 313 funds tracked by Wall St. Rank held Sylvamo as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.