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SVB Wealth’s POSCO PKX Stock Holding History

SVB Wealth’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,474
Closed -$235K – 900
2023
Q4 		$235K Sell
2,474
-286
-10% -$25.8K 0.01% 712
2023
Q3 		$283K Sell
2,760
-155
-5% -$16.2K 0.01% 629
2023
Q2 		$216K Buy
2,915
+17
+0.6% +$1.24K ﹤0.01% 802
2023
Q1 		$202K Buy
+2,898
New +$179K ﹤0.01% 882
2021
Q4 		– Sell
-17,655
Closed -$1.22M – 919
2021
Q3 		$1.22M Buy
17,655
+562
+3% +$41.4K 0.02% 351
2021
Q2 		$1.31M Buy
17,093
+3,753
+28% +$297K 0.02% 330
2021
Q1 		$963K Buy
13,340
+262
+2% +$16.7K 0.01% 358
2020
Q4 		$815K Buy
13,078
+4,286
+49% +$228K 0.01% 362
2020
Q3 		$368K Buy
+8,792
New +$355K 0.01% 479

Other funds holding PKX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVB Wealth's PKX Position: Q1 2024 in Review

SVB Wealth sold out of POSCO (PKX) in Q1 2024, closing a stake of 2,474 shares — an estimated $235K sold.

SVB Wealth first reported a position in PKX in Q3 2020 and held it in 9 quarters. The position peaked at $1.31M in Q2 2021. 163 funds tracked by Wall St. Rank hold PKX as of Q1 2024.

  • SVB Wealth reported no remaining POSCO position as of Q1 2024 after selling out during the quarter.
  • SVB Wealth sold 2,474 POSCO shares in Q1 2024, an estimated $235K.
  • SVB Wealth first reported a position in POSCO in Q3 2020 and held it in 9 quarters.
  • SVB Wealth's POSCO position peaked at $1.31M in Q2 2021.
  • 163 funds tracked by Wall St. Rank held POSCO as of Q1 2024.

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