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U.S. Capital Wealth Advisors’s Sylvamo SLVM Stock Holding History

U.S. Capital 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
Q1 		– Sell
-281
Closed -$13.7K – 1385
2022
Q4 		$13.7K Buy
+281
New +$13.5K ﹤0.01% 1201

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

U.S. Capital Wealth Advisors's SLVM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Sylvamo (SLVM) in Q1 2023, closing a stake of 281 shares — an estimated $13.7K sold.

U.S. Capital Wealth Advisors first reported a position in SLVM in Q4 2022 and held it in 1 quarter. The position peaked at $13.7K in Q4 2022. 357 funds tracked by Wall St. Rank hold SLVM as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Sylvamo position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 281 Sylvamo shares in Q1 2023, an estimated $13.7K.
  • U.S. Capital Wealth Advisors first reported a position in Sylvamo in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Sylvamo position peaked at $13.7K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held Sylvamo as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.