Waldron Private Wealth’s SLM Corp SLM Stock Holding History

Waldron Private Wealth’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 Q4	–	Sell	-1,377	Closed	-$31.5K	–	458
2024 Q3	$31.5K	Buy	+1,377	New	+$29.7K	﹤0.01%	457

Other funds holding SLM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Waldron Private Wealth's SLM Position: Q4 2024 in Review

Waldron Private Wealth sold out of SLM Corp (SLM) in Q4 2024, closing a stake of 1,377 shares — an estimated $31.5K sold.

Waldron Private Wealth first reported a position in SLM in Q3 2024 and held it in 1 quarter. The position peaked at $31.5K in Q3 2024. 345 funds tracked by Wall St. Rank hold SLM as of Q4 2024.

Waldron Private Wealth reported no remaining SLM Corp position as of Q4 2024 after selling out during the quarter.
Waldron Private Wealth sold 1,377 SLM Corp shares in Q4 2024, an estimated $31.5K.
Waldron Private Wealth first reported a position in SLM Corp in Q3 2024 and held it in 1 quarter.
Waldron Private Wealth's SLM Corp position peaked at $31.5K in Q3 2024.
345 funds tracked by Wall St. Rank held SLM Corp as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.