Waverly Advisors’s Sylvamo SLVM Stock Holding History

Waverly 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
2024 Q3	–	Sell	-3,227	Closed	-$221K	–	829
2024 Q2	$221K	Buy	+3,227	New	+$213K	﹤0.01%	741

Other funds holding SLVM

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waverly Advisors's SLVM Position: Q3 2024 in Review

Waverly Advisors sold out of Sylvamo (SLVM) in Q3 2024, closing a stake of 3,227 shares — an estimated $221K sold.

Waverly Advisors first reported a position in SLVM in Q2 2024 and held it in 1 quarter. The position peaked at $221K in Q2 2024. 400 funds tracked by Wall St. Rank hold SLVM as of Q3 2024.

Waverly Advisors reported no remaining Sylvamo position as of Q3 2024 after selling out during the quarter.
Waverly Advisors sold 3,227 Sylvamo shares in Q3 2024, an estimated $221K.
Waverly Advisors first reported a position in Sylvamo in Q2 2024 and held it in 1 quarter.
Waverly Advisors's Sylvamo position peaked at $221K in Q2 2024.
400 funds tracked by Wall St. Rank held Sylvamo as of Q3 2024.

Based on Waverly Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.