WealthPLAN Partners’s Sylvamo SLVM Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-27	Closed	-$1.09K	–	1029
2023 Q2	$1.09K	Buy	+27	New	+$1.17K	﹤0.01%	1134

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

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

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

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

WealthPLAN Partners's SLVM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Sylvamo (SLVM) in Q3 2023, closing a stake of 27 shares — an estimated $1.09K sold.

WealthPLAN Partners first reported a position in SLVM in Q2 2023 and held it in 1 quarter. The position peaked at $1.09K in Q2 2023. 313 funds tracked by Wall St. Rank hold SLVM as of Q3 2023.

WealthPLAN Partners reported no remaining Sylvamo position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 27 Sylvamo shares in Q3 2023, an estimated $1.09K.
WealthPLAN Partners first reported a position in Sylvamo in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Sylvamo position peaked at $1.09K in Q2 2023.
313 funds tracked by Wall St. Rank held Sylvamo as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.