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WR Wealth Planners’s Sylvamo SLVM Stock Holding History

WR Wealth Planners’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
Q4 		$316 Hold
4
– – ﹤0.01% 1044
2024
Q3 		$343 Buy
+4
New +$299 ﹤0.01% 1077

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WR Wealth Planners's SLVM Position: Q4 2024 in Review

WR Wealth Planners held its Sylvamo (SLVM) position steady in Q4 2024 at 4 shares worth $316. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

WR Wealth Planners first reported a position in SLVM in Q3 2024 and has held it in 2 quarters since. The position peaked at $343 in Q3 2024. 400 funds tracked by Wall St. Rank hold SLVM as of Q4 2024.

  • WR Wealth Planners held 4 shares of Sylvamo worth $316 as of Q4 2024.
  • WR Wealth Planners left its Sylvamo share count unchanged in Q4 2024.
  • Sylvamo made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1044 holding.
  • WR Wealth Planners first reported a position in Sylvamo in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Sylvamo position peaked at $343 in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Sylvamo as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.