Capital Advisors Ltd’s Servotronics SVT Stock Holding History

Capital Advisors Ltd’s Portfolio SVT Stock Details SVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-23	Closed	–	–	1628
2024 Q1	$0	Buy	+23	New	+$299	﹤0.01%	1539
2022 Q4	–	Sell	-19	Closed	–	–	1624
2022 Q3	$0	Buy	+19	New	+$212	﹤0.01%	1509

Other funds holding SVT

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Advisors Ltd's SVT Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Servotronics (SVT) in Q2 2024, closing a stake of 23 shares.

Capital Advisors Ltd first reported a position in SVT in Q3 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2024. 14 funds tracked by Wall St. Rank hold SVT as of Q2 2024.

Capital Advisors Ltd reported no remaining Servotronics position as of Q2 2024 after selling out during the quarter.
Capital Advisors Ltd sold 23 Servotronics shares in Q2 2024.
Capital Advisors Ltd first reported a position in Servotronics in Q3 2022 and held it in 2 quarters.
Capital Advisors Ltd's Servotronics position peaked at $0 in Q1 2024.
14 funds tracked by Wall St. Rank held Servotronics as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.