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Wetzel Investment Advisors’s Navient NAVI Stock Holding History

Wetzel Investment Advisors’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-323
Closed -$5.62K – 620
2024
Q2 		$5.62K Hold
323
– – ﹤0.01% 564
2024
Q1 		$5.25K Hold
323
– – ﹤0.01% 666
2023
Q4 		$6K Buy
+323
New +$5.63K ﹤0.01% 648

Other funds holding NAVI

SIM
Sherborne Investors Management New York $241M AUM 35.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wetzel Investment Advisors's NAVI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Navient (NAVI) in Q3 2024, closing a stake of 323 shares — an estimated $5.62K sold.

Wetzel Investment Advisors first reported a position in NAVI in Q4 2023 and held it in 3 quarters. The position peaked at $6K in Q4 2023. 240 funds tracked by Wall St. Rank hold NAVI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Navient position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 323 Navient shares in Q3 2024, an estimated $5.62K.
  • Wetzel Investment Advisors first reported a position in Navient in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Navient position peaked at $6K in Q4 2023.
  • 240 funds tracked by Wall St. Rank held Navient as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.