AGF Investments Inc’s SVB Financial Group SIVB Stock Holding History

AGF Investments Inc’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 Q1	–	Sell	-1,227	Closed	-$476K	–	790
2020 Q4	$476K	Sell	1,227 -262	-18%	-$84.9K	﹤0.01%	476
2020 Q3	$358K	Sell	1,489 -815	-35%	-$192K	﹤0.01%	508
2020 Q2	$497K	Sell	2,304 -135	-6%	-$26K	0.01%	446
2020 Q1	$368K	Buy	+2,439	New	+$537K	﹤0.01%	419
2019 Q1	–	Sell	-10,000	Closed	-$1.9M	–	387
2018 Q4	$1.9M	Hold	10,000	–	–	0.02%	251
2018 Q3	$3.11M	Hold	10,000	–	–	0.03%	222
2018 Q2	$2.89M	Buy	+10,000	New	+$2.94M	0.03%	232
2015 Q3	–	Sell	-38,400	Closed	-$5.52M	–	493
2015 Q2	$5.52M	Hold	38,400	–	–	0.06%	226
2015 Q1	$4.88M	Hold	38,400	–	–	0.05%	227
2014 Q4	$4.45M	Hold	38,400	–	–	0.05%	231
2014 Q3	$4.31M	Hold	38,400	–	–	0.04%	250
2014 Q2	$4.48M	Buy	+38,400	New	+$4.28M	0.04%	246

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

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

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

ATO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AGF Investments Inc's SIVB Position: Q1 2021 in Review

AGF Investments Inc sold out of SVB Financial Group (SIVB) in Q1 2021, closing a stake of 1,227 shares — an estimated $476K sold.

AGF Investments Inc first reported a position in SIVB in Q2 2014 and held it in 12 quarters. The position peaked at $5.52M in Q2 2015. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

AGF Investments Inc reported no remaining SVB Financial Group position as of Q1 2021 after selling out during the quarter.
AGF Investments Inc sold 1,227 SVB Financial Group shares in Q1 2021, an estimated $476K.
AGF Investments Inc first reported a position in SVB Financial Group in Q2 2014 and held it in 12 quarters.
AGF Investments Inc's SVB Financial Group position peaked at $5.52M in Q2 2015.
714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

Based on AGF Investments Inc's 13F filing for Q1 2021, filed 14 May 2021.