AIA
SIVB

Avalon Investment & Advisory’s SVB Financial Group SIVB Stock Holding History

Avalon Investment & Advisory’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
2020
Q1 		– Sell
-24,706
Closed -$6.2M – 371
2019
Q4 		$6.2M Buy
24,706
+320
+1% +$72.8K 0.13% 137
2019
Q3 		$5.09M Buy
+24,386
New +$5.11M 0.11% 140
2018
Q1 		– Sell
-12,044
Closed -$2.82M – 382
2017
Q4 		$2.82M Buy
12,044
+5,462
+83% +$1.16M 0.09% 171
2017
Q3 		$1.23M Sell
6,582
-52
-0.8% -$9.14K 0.04% 230
2017
Q2 		$1.17M Buy
+6,634
New +$1.19M 0.04% 240

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avalon Investment & Advisory's SIVB Position: Q1 2020 in Review

Avalon Investment & Advisory sold out of SVB Financial Group (SIVB) in Q1 2020, closing a stake of 24,706 shares — an estimated $6.2M sold.

Avalon Investment & Advisory first reported a position in SIVB in Q2 2017 and held it in 5 quarters. The position peaked at $6.2M in Q4 2019. 474 funds tracked by Wall St. Rank hold SIVB as of Q1 2020.

  • Avalon Investment & Advisory reported no remaining SVB Financial Group position as of Q1 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 24,706 SVB Financial Group shares in Q1 2020, an estimated $6.2M.
  • Avalon Investment & Advisory first reported a position in SVB Financial Group in Q2 2017 and held it in 5 quarters.
  • Avalon Investment & Advisory's SVB Financial Group position peaked at $6.2M in Q4 2019.
  • 474 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2020.

Based on Avalon Investment & Advisory's 13F filing for Q1 2020, filed 5 May 2020.