Advisors Preferred’s SVB Financial Group SIVB Stock Holding History

Advisors Preferred’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
2021 Q4	–	Sell	-1,392	Closed	-$925K	–	249
2021 Q3	$925K	Buy	+1,392	New	+$807K	0.13%	57
2021 Q2	–	Sell	-3,021	Closed	-$1.46M	–	238
2021 Q1	$1.46M	Sell	3,021 -944	-24%	-$464K	0.21%	40
2020 Q4	$1.53M	Buy	+3,965	New	+$1.28M	0.29%	47
2020 Q1	–	Sell	-168	Closed	-$42K	–	296
2019 Q4	$42K	Buy	+168	New	+$38.2K	0.01%	194
2018 Q4	–	Sell	-223	Closed	-$69K	–	254
2018 Q3	$69K	Sell	223 -357	-62%	-$113K	0.03%	136
2018 Q2	$167K	Buy	+580	New	+$170K	0.07%	109

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Advisors Preferred's SIVB Position: Q4 2021 in Review

Advisors Preferred sold out of SVB Financial Group (SIVB) in Q4 2021, closing a stake of 1,392 shares — an estimated $925K sold.

Advisors Preferred first reported a position in SIVB in Q2 2018 and held it in 6 quarters. The position peaked at $1.53M in Q4 2020. 874 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

Advisors Preferred reported no remaining SVB Financial Group position as of Q4 2021 after selling out during the quarter.
Advisors Preferred sold 1,392 SVB Financial Group shares in Q4 2021, an estimated $925K.
Advisors Preferred first reported a position in SVB Financial Group in Q2 2018 and held it in 6 quarters.
Advisors Preferred's SVB Financial Group position peaked at $1.53M in Q4 2020.
874 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Advisors Preferred's 13F filing for Q4 2021, filed 7 Feb 2022.