SW
PC

SVB Wealth’s PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) PC Stock Holding History

SVB Wealth’s Portfolio PC Stock Details PC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,712
Closed -$214K – 927
2023
Q4 		$214K Sell
21,712
-1,651
-7% -$16.2K 0.01% 750
2023
Q3 		$264K Sell
23,363
-963
-4% -$10.9K 0.01% 653
2023
Q2 		$298K Buy
24,326
+869
+4% +$10.6K 0.01% 681
2023
Q1 		$209K Sell
23,457
-423
-2% -$3.77K ﹤0.01% 866
2022
Q4 		$199K Buy
23,880
+4,460
+23% +$37.2K ﹤0.01% 915
2022
Q3 		$137K Buy
+19,420
New +$137K ﹤0.01% 891
2021
Q4 		– Sell
-43,540
Closed -$542K – 988
2021
Q3 		$542K Buy
43,540
+9,525
+28% +$119K 0.01% 575
2021
Q2 		$395K Buy
34,015
+3,226
+10% +$37.5K 0.01% 654
2021
Q1 		$402K Buy
30,789
+3,989
+15% +$52.1K 0.01% 580
2020
Q4 		$309K Buy
26,800
+6,782
+34% +$78.2K ﹤0.01% 612
2020
Q3 		$169K Buy
+20,018
New +$169K ﹤0.01% 653

Other funds holding PC

NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
ELC
Edgar Lomax Company Kingstowne, Virginia $1.4B AUM 20.67% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return

SVB Wealth's PC Position: Q1 2024 in Review

SVB Wealth sold out of PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) (PC) in Q1 2024, closing a stake of 21,712 shares — an estimated $214K sold.

SVB Wealth first reported a position in PC in Q3 2020 and held it in 11 quarters. The position peaked at $542K in Q3 2021. 10 funds tracked by Wall St. Rank hold PC as of Q1 2024.

  • SVB Wealth reported no remaining PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position as of Q1 2024 after selling out during the quarter.
  • SVB Wealth sold 21,712 PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) shares in Q1 2024, an estimated $214K.
  • SVB Wealth first reported a position in PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) in Q3 2020 and held it in 11 quarters.
  • SVB Wealth's PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position peaked at $542K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) as of Q1 2024.

Based on SVB Wealth's 13F filing for Q1 2024, filed 15 May 2024.