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Vanguard Capital Wealth Advisors’s Navient NAVI Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-24,146
Closed -$236K – 157
2020
Q4 		$236K Buy
+24,146
New +$229K 0.22% 106

Other funds holding NAVI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Capital Wealth Advisors's NAVI Position: Q1 2021 in Review

Vanguard Capital Wealth Advisors sold out of Navient (NAVI) in Q1 2021, closing a stake of 24,146 shares — an estimated $236K sold.

Vanguard Capital Wealth Advisors first reported a position in NAVI in Q4 2020 and held it in 1 quarter. The position peaked at $236K in Q4 2020. 277 funds tracked by Wall St. Rank hold NAVI as of Q1 2021.

  • Vanguard Capital Wealth Advisors reported no remaining Navient position as of Q1 2021 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 24,146 Navient shares in Q1 2021, an estimated $236K.
  • Vanguard Capital Wealth Advisors first reported a position in Navient in Q4 2020 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's Navient position peaked at $236K in Q4 2020.
  • 277 funds tracked by Wall St. Rank held Navient as of Q1 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.