WAM
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Wealthspire Advisors (Maryland)’s SLM Corp SLM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-12,519
Closed -$88K – 540
2020
Q2 		$88K Buy
+12,519
New +$93.6K 0.01% 434
2019
Q2 		– Sell
-9,057
Closed -$90K – 1758
2019
Q1 		$90K Buy
9,057
+7,989
+748% +$82.7K 0.01% 677
2018
Q4 		$9K Buy
1,068
+5
+0.5% +$50 ﹤0.01% 1514
2018
Q3 		$12K Hold
1,063
– – ﹤0.01% 1462
2018
Q2 		$12K Sell
1,063
-113
-10% -$1.31K ﹤0.01% 1476
2018
Q1 		$13K Hold
1,176
– – ﹤0.01% 1469
2017
Q4 		$13K Buy
1,176
+112
+11% +$1.23K ﹤0.01% 1490
2017
Q3 		$12K Buy
1,064
+26
+3% +$282 ﹤0.01% 1520
2017
Q2 		$12K Buy
1,038
+316
+44% +$3.6K ﹤0.01% 1474
2017
Q1 		$9K Buy
722
+189
+35% +$2.24K ﹤0.01% 1375
2016
Q4 		$6K Hold
533
– – ﹤0.01% 1354
2016
Q3 		$4K Sell
533
-472
-47% -$3.39K ﹤0.01% 1442
2016
Q2 		$6K Hold
1,005
– – ﹤0.01% 1307
2016
Q1 		$6K Sell
1,005
-5,823
-85% -$35.2K ﹤0.01% 1306
2015
Q4 		$45K Buy
+6,828
New +$46.3K 0.01% 748

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SLM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of SLM Corp (SLM) in Q3 2020, closing a stake of 12,519 shares — an estimated $88K sold.

Wealthspire Advisors (Maryland) first reported a position in SLM in Q4 2015 and held it in 15 quarters. The position peaked at $90K in Q1 2019. 273 funds tracked by Wall St. Rank hold SLM as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining SLM Corp position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12,519 SLM Corp shares in Q3 2020, an estimated $88K.
  • Wealthspire Advisors (Maryland) first reported a position in SLM Corp in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s SLM Corp position peaked at $90K in Q1 2019.
  • 273 funds tracked by Wall St. Rank held SLM Corp as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.