1NWS
SIVB

1 North Wealth Services’s SVB Financial Group SIVB Stock Holding History

1 North Wealth Services’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$16K Buy
+65
New +$14.8K 0.01% 165

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

1 North Wealth Services's SIVB Position: Q4 2019 in Review

1 North Wealth Services opened a new position in SVB Financial Group (SIVB) in Q4 2019: 65 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings.

560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

  • 1 North Wealth Services held 65 shares of SVB Financial Group worth $16K as of Q4 2019.
  • SVB Financial Group was a new 1 North Wealth Services position in Q4 2019.
  • SVB Financial Group made up 0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #165 holding.
  • 560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.