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Mount Yale Investment Advisors’s Savers SVV Stock Holding History

Mount Yale Investment Advisors’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
-10,026
Closed -$193K – 580
2024
Q1 		$193K Buy
+10,026
New +$187K 0.01% 517

Other funds holding SVV

AM
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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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

Mount Yale Investment Advisors's SVV Position: Q2 2024 in Review

Mount Yale Investment Advisors sold out of Savers (SVV) in Q2 2024, closing a stake of 10,026 shares — an estimated $193K sold.

Mount Yale Investment Advisors first reported a position in SVV in Q1 2024 and held it in 1 quarter. The position peaked at $193K in Q1 2024. 108 funds tracked by Wall St. Rank hold SVV as of Q2 2024.

  • Mount Yale Investment Advisors reported no remaining Savers position as of Q2 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 10,026 Savers shares in Q2 2024, an estimated $193K.
  • Mount Yale Investment Advisors first reported a position in Savers in Q1 2024 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Savers position peaked at $193K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held Savers as of Q2 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.