SVB Wealth’s Yanzhou Coal Mining YZC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-13,238
Closed -$250K 999
2021
Q3
$250K Sell
13,238
-4,067
-24% -$76.8K ﹤0.01% 845
2021
Q2
$234K Buy
17,305
+3,862
+29% +$52.2K ﹤0.01% 851
2021
Q1
$158K Buy
+13,443
New +$158K ﹤0.01% 849

SVB Wealth's YZC Position: Q4 2021 in Review

SVB Wealth sold out of Yanzhou Coal Mining (YZC) in Q4 2021, closing a stake of 13,238 shares — an estimated $250K sold.

SVB Wealth first reported a position in YZC in Q1 2021 and held it in 3 quarters. The position peaked at $250K in Q3 2021. 0 funds tracked by Wall St. Rank hold YZC as of Q4 2021.

  • SVB Wealth reported no remaining Yanzhou Coal Mining position as of Q4 2021 after selling out during the quarter.
  • SVB Wealth sold 13,238 Yanzhou Coal Mining shares in Q4 2021, an estimated $250K.
  • SVB Wealth first reported a position in Yanzhou Coal Mining in Q1 2021 and held it in 3 quarters.
  • SVB Wealth's Yanzhou Coal Mining position peaked at $250K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Yanzhou Coal Mining as of Q4 2021.

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