Aperio Group’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $9.06M | Buy |
23,372
+145
| +0.6% | +$56.2K | 0.03% | 599 |
|
|
2020
Q3 | $5.59M | Buy |
23,227
+1,372
| +6% | +$330K | 0.02% | 692 |
|
|
2020
Q2 | $4.71M | Sell |
21,855
-476
| -2% | -$103K | 0.02% | 752 |
|
|
2020
Q1 | $3.37M | Sell |
22,331
-153
| -0.7% | -$23.1K | 0.01% | 801 |
|
|
2019
Q4 | $5.64M | Buy |
22,484
+393
| +2% | +$98.7K | 0.02% | 695 |
|
|
2019
Q3 | $4.62M | Sell |
22,091
-266
| -1% | -$55.6K | 0.02% | 737 |
|
|
2019
Q2 | $5.02M | Sell |
22,357
-1,137
| -5% | -$255K | 0.02% | 714 |
|
|
2019
Q1 | $5.22M | Sell |
23,494
-613
| -3% | -$136K | 0.02% | 686 |
|
|
2018
Q4 | $4.58M | Buy |
24,107
+2,314
| +11% | +$440K | 0.02% | 675 |
|
|
2018
Q3 | $6.77M | Buy |
21,793
+1,663
| +8% | +$517K | 0.03% | 573 |
|
|
2018
Q2 | $5.81M | Buy |
20,130
+1,686
| +9% | +$487K | 0.03% | 608 |
|
|
2018
Q1 | $4.43M | Buy |
18,444
+2,202
| +14% | +$529K | 0.02% | 696 |
|
|
2017
Q4 | $3.8M | Buy |
16,242
+875
| +6% | +$205K | 0.02% | 739 |
|
|
2017
Q3 | $2.88M | Sell |
15,367
-242
| -2% | -$45.3K | 0.02% | 800 |
|
|
2017
Q2 | $2.74M | Buy |
15,609
+280
| +2% | +$49.2K | 0.02% | 788 |
|
|
2017
Q1 | $2.85M | Buy |
15,329
+1,099
| +8% | +$205K | 0.02% | 747 |
|
|
2016
Q4 | $2.44M | Sell |
14,230
-316
| -2% | -$54.2K | 0.02% | 750 |
|
|
2016
Q3 | $1.61M | Buy |
14,546
+1,035
| +8% | +$114K | 0.01% | 920 |
|
|
2016
Q2 | $1.29M | Buy |
13,511
+1,966
| +17% | +$187K | 0.01% | 963 |
|
|
2016
Q1 | $1.18M | Buy |
11,545
+5,210
| +82% | +$532K | 0.01% | 977 |
|
|
2015
Q4 | $753K | Buy |
6,335
+370
| +6% | +$44K | 0.01% | 1134 |
|
|
2015
Q3 | $689K | Buy |
5,965
+187
| +3% | +$21.6K | 0.01% | 1136 |
|
|
2015
Q2 | $832K | Buy |
5,778
+400
| +7% | +$57.6K | 0.01% | 1065 |
|
|
2015
Q1 | $683K | Buy |
5,378
+897
| +20% | +$114K | 0.01% | 1108 |
|
|
2014
Q4 | $520K | Sell |
4,481
-544
| -11% | -$63.1K | 0.01% | 1204 |
|
|
2014
Q3 | $563K | Buy |
5,025
+98
| +2% | +$11K | 0.01% | 1075 |
|
|
2014
Q2 | $575K | Buy |
4,927
+241
| +5% | +$28.1K | 0.01% | 1067 |
|
|
2014
Q1 | $603K | Buy |
+4,686
| New | +$603K | 0.01% | 1239 |
|
|
2013
Q4 | – | Sell |
-3,897
| Closed | -$337K | – | 1297 |
|
|
2013
Q3 | $337K | Buy |
3,897
+396
| +11% | +$34.2K | 0.01% | 1354 |
|
|
2013
Q2 | $292K | Buy |
+3,501
| New | +$292K | 0.01% | 1284 |
|