AP
SIVB

Advisor Partners’s SVB Financial Group SIVB Stock Holding History

Advisor Partners’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
Q2 		$739K Sell
1,871
-13
-0.7% -$6.12K 0.05% 372
2022
Q1 		$1.05M Buy
1,884
+23
+1% +$14K 0.07% 288
2021
Q4 		$1.26M Sell
1,861
-14
-0.7% -$9.86K 0.08% 254
2021
Q3 		$1.21M Buy
1,875
+110
+6% +$63.8K 0.08% 232
2021
Q2 		$982K Sell
1,765
-11
-0.6% -$6.1K 0.06% 292
2021
Q1 		$877K Sell
1,776
-60
-3% -$29.5K 0.06% 305
2020
Q4 		$712K Buy
1,836
+4
+0.2% +$1.3K 0.05% 339
2020
Q3 		$441K Sell
1,832
-57
-3% -$13.4K 0.04% 430
2020
Q2 		$407K Sell
1,889
-146
-7% -$28.1K 0.04% 420
2020
Q1 		$307K Sell
2,035
-507
-20% -$112K 0.04% 432
2019
Q4 		$637K Buy
2,542
+403
+19% +$91.6K 0.07% 289
2019
Q3 		$447K Buy
2,139
+283
+15% +$59.3K 0.05% 357
2019
Q2 		$417K Buy
1,856
+87
+5% +$20.1K 0.05% 358
2019
Q1 		$393K Buy
1,769
+49
+3% +$11.4K 0.05% 358
2018
Q4 		$327K Buy
1,720
+329
+24% +$80.4K 0.05% 377
2018
Q3 		$432K Sell
1,391
-31
-2% -$9.78K 0.06% 341
2018
Q2 		$411K Buy
1,422
+88
+7% +$25.9K 0.07% 336
2018
Q1 		$320K Sell
1,334
-205
-13% -$51.5K 0.06% 369
2017
Q4 		$394K Buy
+1,539
New +$328K 0.07% 324

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's SIVB Position: Q2 2022 in Review

Advisor Partners reduced its SVB Financial Group (SIVB) stake by 0.69% in Q2 2022, selling an estimated $6.12K and leaving 1,871 shares worth $739K. The position accounts for 0.05% of the portfolio, ranked #372.

Advisor Partners first reported a position in SIVB in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.26M in Q4 2021. 748 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Advisor Partners held 1,871 shares of SVB Financial Group worth $739K as of Q2 2022.
  • Advisor Partners sold 13 SVB Financial Group shares in Q2 2022, an estimated $6.12K.
  • SVB Financial Group made up 0.05% of Advisor Partners's portfolio in Q2 2022, its #372 holding.
  • Advisor Partners first reported a position in SVB Financial Group in Q4 2017 and has held it in 19 quarters since.
  • Advisor Partners's SVB Financial Group position peaked at $1.26M in Q4 2021.
  • 748 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.