SW
AUO

SVB Wealth’s AU Optronics Corp AUO Stock Holding History

SVB Wealth’s Portfolio AUO Stock Details AUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,484
Closed -$68.6K – 952
2023
Q2 		$68.6K Sell
11,484
-499
-4% -$2.98K ﹤0.01% 894
2023
Q1 		$74.5K Buy
+11,983
New +$74.5K ﹤0.01% 959
2022
Q4 		– Sell
-22,219
Closed -$144K – 1117
2022
Q3 		$144K Buy
22,219
+8,668
+64% +$56.2K ﹤0.01% 888
2022
Q2 		$86K Buy
+13,551
New +$86K ﹤0.01% 721
2022
Q1 		– Sell
-15,179
Closed -$125K – 859
2021
Q4 		$125K Buy
+15,179
New +$125K ﹤0.01% 725

Other funds holding AUO

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return

SVB Wealth's AUO Position: Q3 2023 in Review

SVB Wealth sold out of AU Optronics Corp (AUO) in Q3 2023, closing a stake of 11,484 shares — an estimated $68.6K sold.

SVB Wealth first reported a position in AUO in Q4 2021 and held it in 5 quarters. The position peaked at $144K in Q3 2022. 4 funds tracked by Wall St. Rank hold AUO as of Q3 2023.

  • SVB Wealth reported no remaining AU Optronics Corp position as of Q3 2023 after selling out during the quarter.
  • SVB Wealth sold 11,484 AU Optronics Corp shares in Q3 2023, an estimated $68.6K.
  • SVB Wealth first reported a position in AU Optronics Corp in Q4 2021 and held it in 5 quarters.
  • SVB Wealth's AU Optronics Corp position peaked at $144K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held AU Optronics Corp as of Q3 2023.

Based on SVB Wealth's 13F filing for Q3 2023, filed 23 Oct 2023.