LWM
SVFAU

Liberty Wealth Management’s SVF Investment Corp. Unit SVFAU Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-1,000
Closed -$10K – 1187
2021
Q3 		$10K Hold
1,000
– – ﹤0.01% 826
2021
Q2 		$10K Hold
1,000
– – ﹤0.01% 661
2021
Q1 		$13K Buy
+1,000
New +$12.6K 0.01% 547

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
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
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $4.33B AUM 1.35% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Liberty Wealth Management's SVFAU Position: Q4 2021 in Review

Liberty Wealth Management sold out of SVF Investment Corp. Unit (SVFAU) in Q4 2021, closing a stake of 1,000 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in SVFAU in Q1 2021 and held it in 3 quarters. The position peaked at $13K in Q1 2021. 30 funds tracked by Wall St. Rank hold SVFAU as of Q4 2021.

  • Liberty Wealth Management reported no remaining SVF Investment Corp. Unit position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,000 SVF Investment Corp. Unit shares in Q4 2021, an estimated $10K.
  • Liberty Wealth Management first reported a position in SVF Investment Corp. Unit in Q1 2021 and held it in 3 quarters.
  • Liberty Wealth Management's SVF Investment Corp. Unit position peaked at $13K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held SVF Investment Corp. Unit as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.