1WA
SIVB

180 Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

180 Wealth Advisors’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
2022
Q1 		– Sell
-560
Closed -$326K – 410
2021
Q4 		$326K Sell
560
-473
-46% -$333K 0.07% 257
2021
Q3 		$713K Buy
1,033
+288
+39% +$167K 0.16% 132
2021
Q2 		$433K Buy
745
+70
+10% +$38.8K 0.1% 203
2021
Q1 		$385K Buy
+675
New +$332K 0.1% 209

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

180 Wealth Advisors's SIVB Position: Q1 2022 in Review

180 Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 560 shares — an estimated $326K sold.

180 Wealth Advisors first reported a position in SIVB in Q1 2021 and held it in 4 quarters. The position peaked at $713K in Q3 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • 180 Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • 180 Wealth Advisors sold 560 SVB Financial Group shares in Q1 2022, an estimated $326K.
  • 180 Wealth Advisors first reported a position in SVB Financial Group in Q1 2021 and held it in 4 quarters.
  • 180 Wealth Advisors's SVB Financial Group position peaked at $713K in Q3 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on 180 Wealth Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.