AG
SIVB

Advisor Group’s SVB Financial Group SIVB Stock Holding History

Advisor Group’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 		$597K Buy
2,382
+82
+4% +$18.6K ﹤0.01% 1542
2019
Q3 		$482K Sell
2,300
-64
-3% -$13.4K ﹤0.01% 1643
2019
Q2 		$530K Sell
2,364
-82
-3% -$19K ﹤0.01% 1570
2019
Q1 		$543K Buy
2,446
+929
+61% +$216K ﹤0.01% 1529
2018
Q4 		$290K Sell
1,517
-883
-37% -$216K ﹤0.01% 1805
2018
Q3 		$745K Buy
2,400
+831
+53% +$262K 0.01% 1189
2018
Q2 		$453K Sell
1,569
-2,177
-58% -$640K 0.01% 1380
2018
Q1 		$898K Buy
3,746
+1,837
+96% +$461K 0.01% 937
2017
Q4 		$447K Buy
1,909
+243
+15% +$51.8K 0.01% 1404
2017
Q3 		$312K Sell
1,666
-1,384
-45% -$243K ﹤0.01% 1510
2017
Q2 		$536K Buy
3,050
+469
+18% +$84K 0.01% 1111
2017
Q1 		$481K Buy
2,581
+438
+20% +$79.6K 0.01% 1103
2016
Q4 		$368K Buy
2,143
+270
+14% +$38.7K 0.01% 1179
2016
Q3 		$207K Buy
1,873
+361
+24% +$37.6K 0.01% 1500
2016
Q2 		$141K Buy
+1,512
New +$155K ﹤0.01% 1693

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

Advisor Group's SIVB Position: Q4 2019 in Review

Advisor Group increased its SVB Financial Group (SIVB) stake by 3.6% in Q4 2019, buying an estimated $18.6K and bringing the position to 2,382 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Advisor Group first reported a position in SIVB in Q2 2016 and has held it in 15 quarters since. The position peaked at $898K in Q1 2018. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

  • Advisor Group held 2,382 shares of SVB Financial Group worth $597K as of Q4 2019.
  • Advisor Group bought 82 SVB Financial Group shares in Q4 2019, an estimated $18.6K.
  • SVB Financial Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1542 holding.
  • Advisor Group first reported a position in SVB Financial Group in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's SVB Financial Group position peaked at $898K in Q1 2018.
  • 560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.