LWANC
SVFAU

Laurel Wealth Advisors (North Carolina)’s SVF Investment Corp. Unit SVFAU Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio SVFAU Stock Details SVFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$2K – 780
2021
Q2 		$2K Hold
200
– – ﹤0.01% 701
2021
Q1 		$2K Buy
+200
New +$2.52K ﹤0.01% 636

Other funds holding SVFAU

SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
AAM
Areion Asset Management Hong Kong $7.82M AUM 16% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SVFAU Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of SVF Investment Corp. Unit (SVFAU) in Q3 2021, closing a stake of 200 shares — an estimated $2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SVFAU in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 40 funds tracked by Wall St. Rank hold SVFAU as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining SVF Investment Corp. Unit position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 200 SVF Investment Corp. Unit shares in Q3 2021, an estimated $2K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in SVF Investment Corp. Unit in Q1 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s SVF Investment Corp. Unit position peaked at $2K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held SVF Investment Corp. Unit as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.