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Turtle Creek Wealth Advisors’s SLM Corp SLM Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-136
Closed -$2.6K – 715
2023
Q4 		$2.6K Buy
+136
New +$2.05K ﹤0.01% 745

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IC
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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
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Turtle Creek Wealth Advisors's SLM Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of SLM Corp (SLM) in Q1 2024, closing a stake of 136 shares — an estimated $2.6K sold.

Turtle Creek Wealth Advisors first reported a position in SLM in Q4 2023 and held it in 1 quarter. The position peaked at $2.6K in Q4 2023. 315 funds tracked by Wall St. Rank hold SLM as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining SLM Corp position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 136 SLM Corp shares in Q1 2024, an estimated $2.6K.
  • Turtle Creek Wealth Advisors first reported a position in SLM Corp in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's SLM Corp position peaked at $2.6K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held SLM Corp as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.