SVB Wealth’s Kyocera Adr KYO Stock Holding History

SVB Wealth’s Portfolio KYO Stock Details KYO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,006	Closed	-$439K	–	985
2021 Q3	$439K	Buy	7,006 +1,499	+27%	+$93.9K	0.01%	644
2021 Q2	$340K	Buy	+5,507	New	+$340K	﹤0.01%	708
2015 Q3	–	Sell	-12,412	Closed	-$646K	–	588
2015 Q2	$646K	Buy	12,412 +15	+0.1%	+$821	0.02%	386
2015 Q1	$681K	Buy	12,397 +930	+8%	+$45K	0.02%	366
2014 Q4	$525K	Buy	+11,467	New	+$526K	0.02%	400

Other funds holding KYO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SVB Wealth's KYO Position: Q4 2021 in Review

SVB Wealth sold out of Kyocera Adr (KYO) in Q4 2021, closing a stake of 7,006 shares — an estimated $439K sold.

SVB Wealth first reported a position in KYO in Q4 2014 and held it in 5 quarters. The position peaked at $681K in Q1 2015. 5 funds tracked by Wall St. Rank hold KYO as of Q4 2021.

SVB Wealth reported no remaining Kyocera Adr position as of Q4 2021 after selling out during the quarter.
SVB Wealth sold 7,006 Kyocera Adr shares in Q4 2021, an estimated $439K.
SVB Wealth first reported a position in Kyocera Adr in Q4 2014 and held it in 5 quarters.
SVB Wealth's Kyocera Adr position peaked at $681K in Q1 2015.
5 funds tracked by Wall St. Rank held Kyocera Adr as of Q4 2021.

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