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SIVB

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

AGF Investments LLC’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
-30
Closed -$12K – 536
2020
Q4 		$12K Sell
30
-38
-56% -$12.3K ﹤0.01% 460
2020
Q3 		$16K Buy
+68
New +$16K ﹤0.01% 453
2018
Q4 		– Sell
-80
Closed -$25K – 907
2018
Q3 		$25K Sell
80
-46
-37% -$14.5K ﹤0.01% 541
2018
Q2 		$36 Buy
+126
New +$37K ﹤0.01% 519
2018
Q1 		– Sell
-88
Closed -$21K – 873
2017
Q4 		$21K Buy
88
+32
+57% +$6.82K ﹤0.01% 420
2017
Q3 		$11K Hold
56
– – ﹤0.01% 489
2017
Q2 		$10K Buy
56
+6
+12% +$1.07K ﹤0.01% 569
2017
Q1 		$10K Sell
50
-8
-14% -$1.46K ﹤0.01% 592
2016
Q4 		$10K Buy
+58
New +$8.32K ﹤0.01% 677

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AGF Investments LLC sold out of SVB Financial Group (SIVB) in Q1 2021, closing a stake of 30 shares — an estimated $12K sold.

AGF Investments LLC first reported a position in SIVB in Q4 2016 and held it in 9 quarters. The position peaked at $25K in Q3 2018. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

  • AGF Investments LLC reported no remaining SVB Financial Group position as of Q1 2021 after selling out during the quarter.
  • AGF Investments LLC sold 30 SVB Financial Group shares in Q1 2021, an estimated $12K.
  • AGF Investments LLC first reported a position in SVB Financial Group in Q4 2016 and held it in 9 quarters.
  • AGF Investments LLC's SVB Financial Group position peaked at $25K in Q3 2018.
  • 714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

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