CAPTRUST Financial Advisors
SVRE

CAPTRUST Financial Advisors’s SaverOne 2014 Ltd SVRE Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SVRE Stock Details SVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3
Closed -$3.48K – 2396
2024
Q3 		$3.48K Buy
+3
New +$6.81K ﹤0.01% 2285

Other funds holding SVRE

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors's SVRE Position: Q4 2024 in Review

CAPTRUST Financial Advisors sold out of SaverOne 2014 Ltd (SVRE) in Q4 2024, closing a stake of 3 shares — an estimated $3.48K sold.

CAPTRUST Financial Advisors first reported a position in SVRE in Q3 2024 and held it in 1 quarter. The position peaked at $3.48K in Q3 2024. 4 funds tracked by Wall St. Rank hold SVRE as of Q4 2024.

  • CAPTRUST Financial Advisors reported no remaining SaverOne 2014 Ltd position as of Q4 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3 SaverOne 2014 Ltd shares in Q4 2024, an estimated $3.48K.
  • CAPTRUST Financial Advisors first reported a position in SaverOne 2014 Ltd in Q3 2024 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's SaverOne 2014 Ltd position peaked at $3.48K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held SaverOne 2014 Ltd as of Q4 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.