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SIVB

Avantax Planning Partners’s SVB Financial Group SIVB Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-28
Closed -$6K – 1866
2018
Q1 		$6K Buy
+28
New +$7.03K ﹤0.01% 1295

Other funds holding SIVB

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Avantax Planning Partners's SIVB Position: Q2 2018 in Review

Avantax Planning Partners sold out of SVB Financial Group (SIVB) in Q2 2018, closing a stake of 28 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in SIVB in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 602 funds tracked by Wall St. Rank hold SIVB as of Q2 2018.

  • Avantax Planning Partners reported no remaining SVB Financial Group position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 28 SVB Financial Group shares in Q2 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in SVB Financial Group in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's SVB Financial Group position peaked at $6K in Q1 2018.
  • 602 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.