Atlas Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Atlas Capital Advisors’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
2022 Q2	–	Sell	-1,374	Closed	-$769K	–	1039
2022 Q1	$769K	Sell	1,374 -61	-4%	-$37K	0.12%	153
2021 Q4	$973K	Buy	1,435 +27	+2%	+$19K	0.15%	120
2021 Q3	$911K	Hold	1,408	–	–	0.15%	120
2021 Q2	$783K	Hold	1,408	–	–	0.13%	141
2021 Q1	$695K	Buy	+1,408	New	+$692K	0.14%	151
2019 Q3	–	Sell	-772	Closed	-$173K	–	718
2019 Q2	$173K	Sell	772 -42	-5%	-$9.71K	0.06%	315
2019 Q1	$181K	Sell	814 -84	-9%	-$19.6K	0.07%	275
2018 Q4	$171K	Buy	898 +562	+167%	+$137K	0.07%	279
2018 Q3	$108K	Buy	336 +45	+15%	+$14.2K	0.04%	348
2018 Q2	$89.7K	Buy	+291	New	+$85.5K	0.03%	354

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

ATO

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Atlas Capital Advisors's SIVB Position: Q2 2022 in Review

Atlas Capital Advisors sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 1,374 shares — an estimated $769K sold.

Atlas Capital Advisors first reported a position in SIVB in Q2 2018 and held it in 10 quarters. The position peaked at $973K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Atlas Capital Advisors reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Atlas Capital Advisors sold 1,374 SVB Financial Group shares in Q2 2022, an estimated $769K.
Atlas Capital Advisors first reported a position in SVB Financial Group in Q2 2018 and held it in 10 quarters.
Atlas Capital Advisors's SVB Financial Group position peaked at $973K in Q4 2021.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Atlas Capital Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.