Aufman Associates’s SVB Financial Group SIVB Stock Holding History

Aufman Associates’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 Q1	–	Sell	-300	Closed	-$203K	–	55
2021 Q4	$203K	Buy	+300	New	+$211K	0.15%	54
2021 Q1	–	Sell	-600	Closed	-$233K	–	48
2020 Q4	$233K	Buy	+600	New	+$194K	0.21%	37
2020 Q1	–	Sell	-900	Closed	-$226K	–	47
2019 Q4	$226K	Buy	+900	New	+$205K	0.23%	38

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

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

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

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

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

Aufman Associates's SIVB Position: Q1 2022 in Review

Aufman Associates sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 300 shares — an estimated $203K sold.

Aufman Associates first reported a position in SIVB in Q4 2019 and held it in 3 quarters. The position peaked at $233K in Q4 2020. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

Aufman Associates reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
Aufman Associates sold 300 SVB Financial Group shares in Q1 2022, an estimated $203K.
Aufman Associates first reported a position in SVB Financial Group in Q4 2019 and held it in 3 quarters.
Aufman Associates's SVB Financial Group position peaked at $233K in Q4 2020.
805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Aufman Associates's 13F filing for Q1 2022, filed 13 May 2022.