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Keebeck Wealth Management’s Savers SVV Stock Holding History

Keebeck Wealth Management’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-57,148
Closed -$1.1M – 281
2024
Q1 		$1.1M Buy
+57,148
New +$1.07M 0.16% 133

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Keebeck Wealth Management's SVV Position: Q2 2024 in Review

Keebeck Wealth Management sold out of Savers (SVV) in Q2 2024, closing a stake of 57,148 shares — an estimated $1.1M sold.

Keebeck Wealth Management first reported a position in SVV in Q1 2024 and held it in 1 quarter. The position peaked at $1.1M in Q1 2024. 108 funds tracked by Wall St. Rank hold SVV as of Q2 2024.

  • Keebeck Wealth Management reported no remaining Savers position as of Q2 2024 after selling out during the quarter.
  • Keebeck Wealth Management sold 57,148 Savers shares in Q2 2024, an estimated $1.1M.
  • Keebeck Wealth Management first reported a position in Savers in Q1 2024 and held it in 1 quarter.
  • Keebeck Wealth Management's Savers position peaked at $1.1M in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Savers as of Q2 2024.

Based on Keebeck Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.