Advisory Alpha’s SVB Financial Group SIVB Stock Holding History

Advisory Alpha’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	–	Sell	-3	Closed	-$573	–	962
2019 Q3	$573	Buy	+3	New	+$629	﹤0.01%	795

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Advisory Alpha's SIVB Position: Q4 2019 in Review

Advisory Alpha sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 3 shares — an estimated $573 sold.

Advisory Alpha first reported a position in SIVB in Q3 2019 and held it in 1 quarter. The position peaked at $573 in Q3 2019. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

Advisory Alpha reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
Advisory Alpha sold 3 SVB Financial Group shares in Q4 2019, an estimated $573.
Advisory Alpha first reported a position in SVB Financial Group in Q3 2019 and held it in 1 quarter.
Advisory Alpha's SVB Financial Group position peaked at $573 in Q3 2019.
560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on Advisory Alpha's 13F filing for Q4 2019, filed 14 Feb 2020.