Svb Wealth LLC Closed Holding Positions

Svb Wealth LLC

  • $1.85 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PTR
Petrochina CO LTD

Energy
Q4 2021 Filed on Feb 15, 2022
10,494
$42.83 - $53.49 $449K - $561K
OVCHY
Oversea Chinese Banking Corp L

Financial Services
Q4 2021 Filed on Feb 15, 2022
12,807
$16.24 - $17.97 $208K - $230K
MITEY
Mitsubishi Estate CO LTD Adr

Real Estate
Q4 2021 Filed on Feb 15, 2022
13,126
$13.65 - $15.78 $179K - $207K
Dairy Farm Intl Holdings LTD
Q4 2021 Filed on Feb 15, 2022
19,312
N/A
DIFTY
Daito Trust Construction CO Lt

Real Estate
Q4 2021 Filed on Feb 15, 2022
46,562
$27.07 - $31.43 $1.26M - $1.46M
IMPUY
Impala Platinum Hldgs LTD Spon

Basic Materials
Q4 2021 Filed on Feb 15, 2022
15,188
$11.14 - $15.3 $169K - $232K
KCDMY
Kimberly Clark De Mexico S A B
Q4 2021 Filed on Feb 15, 2022
10,115
$7.07 - $8.24 $71.5K - $83.3K
KYOCY
Kyocera Corp Adr(Rp 1 Shs)

Technology
Q4 2021 Filed on Feb 15, 2022
7,006
$14.51 - $16.1 $102K - $113K
SSDOY
Shiseido CO LTD Spon Adr

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
3,033
$55.87 - $71.04 $169K - $215K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 15, 2022
1,328
$148.48 - $177.33 $197K - $235K
LPX
Louisiana Pacific Corp

Industrials
Q4 2021 Filed on Feb 15, 2022
5,196
$58.93 - $78.88 $306K - $410K
Blackstone/Gso Secured Lending
Q4 2021 Filed on Feb 15, 2022
7,937
N/A
MOMO
Hello Group Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
29,045
$8.2 - $13.95 $238K - $405K
SMNNY
Shimano Inc Adr (Jpy)

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
11,241
$25.96 - $29.13 $292K - $327K
SZKMY
Suzuki Motor Corp Unsponsored

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
1,391
$38.13 - $48.16 $53K - $67K
TTNDY
Techtronic Industries Company Limited

Industrials
Q4 2021 Filed on Feb 15, 2022
2,373
N/A
VTKLY
Vtech Holdings LTD

Technology
Q4 2021 Filed on Feb 15, 2022
31,355
$7.18 - $8.48 $225K - $266K
WMMVY
Wal Mart De Mexico S A B De C

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
6,517
$31.49 - $37.85 $205K - $247K
Invesco Qqq Trust
Q4 2021 Filed on Feb 15, 2022
6,527
N/A
Syntax ETF Tr Stratifd Lrg C
Q4 2021 Filed on Feb 15, 2022
5,600
N/A
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q4 2021 Filed on Feb 15, 2022
1,500
$26.61 - $27.97 $39.9K - $42K
SMCAY
Smc Corp Japan American Deposi

Industrials
Q4 2021 Filed on Feb 15, 2022
7,950
$27.17 - $34.11 $216K - $271K
Rolls Royce
Q4 2021 Filed on Feb 15, 2022
40,000
N/A
KMTUY
Komatsu LTD Adr New

Industrials
Q4 2021 Filed on Feb 15, 2022
9,096
$22.66 - $27.6 $206K - $251K
NMTR
9 Meters Biopharma, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
26,000
$0.85 - $1.33 $22.1K - $34.6K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
606
$351.38 - $448.68 $213K - $272K
CHGCY
Chugai Pharmaceutical LTD Unsp

Healthcare
Q4 2021 Filed on Feb 15, 2022
11,873
$15.52 - $19.14 $184K - $227K
SID
National Steel CO

Basic Materials
Q4 2021 Filed on Feb 15, 2022
29,260
$3.57 - $5.45 $104K - $159K
EFX
Equifax Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
874
$253.4 - $297.05 $221K - $260K
IBA
Industrias Bachoco S.A.B. De C.V.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
7,692
$39.46 - $44.36 $304K - $341K
J
Jacobs Engineering Group Inc

Industrials
Q4 2021 Filed on Feb 15, 2022
1,513
$131.36 - $148.45 $199K - $225K
Koc Holding
Q4 2021 Filed on Feb 15, 2022
14,041
N/A
RFP
Resolute Forest Products Inc.

Basic Materials
Q4 2021 Filed on Feb 15, 2022
25,007
$10.74 - $15.27 $269K - $382K
China Yuchai Intl LTD
Q4 2021 Filed on Feb 15, 2022
26,362
N/A
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2021 Filed on Feb 15, 2022
22,966
N/A
Mechel Pao
Q4 2021 Filed on Feb 15, 2022
12,151
N/A
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
357
$73.76 - $100.53 $26.3K - $35.9K
FLCO
Franklin Templeton ETF Tr Invt
Q4 2021 Filed on Feb 15, 2022
17,755
N/A
WEICY
Weichai Pwr CO LTD
Q4 2021 Filed on Feb 15, 2022
12,560
N/A
KUBTY
Kubota Corporation (One Ads Re

Industrials
Q4 2021 Filed on Feb 15, 2022
2,105
$101.01 - $114.62 $213K - $241K
VSTM
Verastem, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
310,639
$2.05 - $3.2 $637K - $994K
FANUY
Fanuc Corporation Unsponsored

Industrials
Q4 2021 Filed on Feb 15, 2022
33,744
$19.48 - $21.93 $657K - $740K
NPSNY
Naspers LTD (South Africa)

Communication Services
Q4 2021 Filed on Feb 15, 2022
13,352
$29.78 - $36.92 $398K - $493K
Sk Telecom LTD
Q4 2021 Filed on Feb 15, 2022
28,932
N/A
YZCAY
Yankuang Energy Group CO LTD A

Energy
Q4 2021 Filed on Feb 15, 2022
13,238
$7.51 - $11.54 $99.4K - $153K
BRDCY
Bridgestone Corp. LTD Adr

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
18,091
$19.96 - $23.49 $361K - $425K
OTEX
Open Text Corp

Technology
Q4 2021 Filed on Feb 15, 2022
5,589
$45.63 - $52.24 $255K - $292K
WFAFY
Wesfarmers LTD Unsponsored Adr

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
16,794
$19.64 - $22.37 $330K - $376K
QD
Qudian Inc.

Financial Services
Q4 2021 Filed on Feb 15, 2022
13,262
$0.89 - $1.86 $11.8K - $24.7K
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