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Wetzel Investment Advisors’s SLM Corp SLM Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-27
Closed -$588 – 762
2024
Q2 		$588 Sell
27
-326
-92% -$6.87K ﹤0.01% 857
2024
Q1 		$7.33K Buy
353
+205
+139% +$4.09K ﹤0.01% 601
2023
Q4 		$3K Buy
+148
New +$2.23K ﹤0.01% 805

Other funds holding SLM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wetzel Investment Advisors sold out of SLM Corp (SLM) in Q3 2024, closing a stake of 27 shares — an estimated $588 sold.

Wetzel Investment Advisors first reported a position in SLM in Q4 2023 and held it in 3 quarters. The position peaked at $7.33K in Q1 2024. 319 funds tracked by Wall St. Rank hold SLM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining SLM Corp position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 27 SLM Corp shares in Q3 2024, an estimated $588.
  • Wetzel Investment Advisors first reported a position in SLM Corp in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's SLM Corp position peaked at $7.33K in Q1 2024.
  • 319 funds tracked by Wall St. Rank held SLM Corp as of Q3 2024.

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