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Wetzel Investment Advisors’s Sylvamo SLVM Stock Holding History

Wetzel Investment 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
-18
Closed -$1.11K – 763
2024
Q2 		$1.11K Hold
18
– – ﹤0.01% 803
2024
Q1 		$1.02K Hold
18
– – ﹤0.01% 931
2023
Q4 		$1K Buy
+18
New +$841 ﹤0.01% 966

Other funds holding SLVM

AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wetzel Investment Advisors sold out of Sylvamo (SLVM) in Q3 2024, closing a stake of 18 shares — an estimated $1.11K sold.

Wetzel Investment Advisors first reported a position in SLVM in Q4 2023 and held it in 3 quarters. The position peaked at $1.11K in Q2 2024. 399 funds tracked by Wall St. Rank hold SLVM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Sylvamo position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 18 Sylvamo shares in Q3 2024, an estimated $1.11K.
  • Wetzel Investment Advisors first reported a position in Sylvamo in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Sylvamo position peaked at $1.11K in Q2 2024.
  • 399 funds tracked by Wall St. Rank held Sylvamo as of Q3 2024.

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