SVB Wealth’s AUSTRALIA & NW ZEAL ADS(RP5 SH ANZ Stock Holding History

SVB Wealth’s Portfolio ANZ Stock Details ANZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22,745	Closed	-$365K	–	1098
2022 Q4	$365K	Buy	22,745 +3,072	+16%	+$49.3K	﹤0.01%	664
2022 Q3	$291K	Buy	+19,673	New	+$291K	﹤0.01%	703
2021 Q4	–	Sell	-30,180	Closed	-$607K	–	993
2021 Q3	$607K	Sell	30,180 -4,537	-13%	-$91.3K	0.01%	546
2021 Q2	$730K	Buy	34,717 +24,262	+232%	+$510K	0.01%	469
2021 Q1	$225K	Buy	+10,455	New	+$225K	﹤0.01%	796

SVB Wealth's ANZ Position: Q1 2023 in Review

SVB Wealth sold out of AUSTRALIA & NW ZEAL ADS(RP5 SH (ANZ) in Q1 2023, closing a stake of 22,745 shares — an estimated $365K sold.

SVB Wealth first reported a position in ANZ in Q1 2021 and held it in 5 quarters. The position peaked at $730K in Q2 2021. 0 funds tracked by Wall St. Rank hold ANZ as of Q1 2023.

SVB Wealth reported no remaining AUSTRALIA & NW ZEAL ADS(RP5 SH position as of Q1 2023 after selling out during the quarter.
SVB Wealth sold 22,745 AUSTRALIA & NW ZEAL ADS(RP5 SH shares in Q1 2023, an estimated $365K.
SVB Wealth first reported a position in AUSTRALIA & NW ZEAL ADS(RP5 SH in Q1 2021 and held it in 5 quarters.
SVB Wealth's AUSTRALIA & NW ZEAL ADS(RP5 SH position peaked at $730K in Q2 2021.
0 funds tracked by Wall St. Rank held AUSTRALIA & NW ZEAL ADS(RP5 SH as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.