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Waldron Private Wealth’s Sylvamo SLVM Stock Holding History

Waldron Private Wealth’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
2024
Q4 		– Sell
-4
Closed -$344 – 459
2024
Q3 		$344 Buy
+4
New +$299 ﹤0.01% 489

Other funds holding SLVM

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Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Waldron Private Wealth sold out of Sylvamo (SLVM) in Q4 2024, closing a stake of 4 shares — an estimated $344 sold.

Waldron Private Wealth first reported a position in SLVM in Q3 2024 and held it in 1 quarter. The position peaked at $344 in Q3 2024. 399 funds tracked by Wall St. Rank hold SLVM as of Q4 2024.

  • Waldron Private Wealth reported no remaining Sylvamo position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 4 Sylvamo shares in Q4 2024, an estimated $344.
  • Waldron Private Wealth first reported a position in Sylvamo in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Sylvamo position peaked at $344 in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Sylvamo as of Q4 2024.

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