SW
PUB

SVB Wealth’s PUBLICIS SA ADS (1 ADS = 1C0M) PUB Stock Holding History

SVB Wealth’s Portfolio PUB Stock Details PUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,488
Closed -$204K – 847
2024
Q1 		$204K Buy
+7,488
New +$204K ﹤0.01% 761
2021
Q3 		– Sell
-16,323
Closed -$261K – 1068
2021
Q2 		$261K Sell
16,323
-42,672
-72% -$682K ﹤0.01% 813
2021
Q1 		$903K Buy
58,995
+3,649
+7% +$55.9K 0.01% 368
2020
Q4 		$690K Buy
55,346
+10,383
+23% +$129K 0.01% 398
2020
Q3 		$364K Buy
44,963
+10,552
+31% +$85.4K 0.01% 481
2020
Q2 		$278K Buy
+34,411
New +$278K 0.01% 473

Other funds holding PUB

RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PAM
Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return