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TFO Wealth Partners’s SLM Corp SLM Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-17
Closed -$370 – 646
2024
Q1 		$370 Hold
17
– – ﹤0.01% 339
2023
Q4 		$325 Hold
17
– – ﹤0.01% 490
2023
Q3 		$277 Hold
17
– – ﹤0.01% 689
2023
Q2 		$277 Hold
17
– – ﹤0.01% 426
2023
Q1 		$211 Buy
17
+13
+325% +$192 ﹤0.01% 458
2022
Q4 		$120 Buy
+4
New +$66 ﹤0.01% 738

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's SLM Position: Q2 2024 in Review

TFO Wealth Partners sold out of SLM Corp (SLM) in Q2 2024, closing a stake of 17 shares — an estimated $370 sold.

TFO Wealth Partners first reported a position in SLM in Q4 2022 and held it in 6 quarters. The position peaked at $370 in Q1 2024. 297 funds tracked by Wall St. Rank hold SLM as of Q2 2024.

  • TFO Wealth Partners reported no remaining SLM Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 17 SLM Corp shares in Q2 2024, an estimated $370.
  • TFO Wealth Partners first reported a position in SLM Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's SLM Corp position peaked at $370 in Q1 2024.
  • 297 funds tracked by Wall St. Rank held SLM Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.