AC
SIVB

Avestar Capital’s SVB Financial Group SIVB Stock Holding History

Avestar Capital’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
-508
Closed -$284K – 424
2022
Q1 		$284K Buy
+508
New +$308K 0.05% 323
2019
Q3 		– Sell
-10
Closed – – 977
2019
Q2 		$0 Hold
10
– – ﹤0.01% 1022
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1025
2018
Q4 		$0 Buy
10
+4
+67% +$978 ﹤0.01% 1067
2018
Q3 		$1K Hold
6
– – ﹤0.01% 807
2018
Q2 		$1K Hold
6
– – ﹤0.01% 854
2018
Q1 		$1K Buy
+6
New +$1.51K ﹤0.01% 814

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avestar Capital's SIVB Position: Q2 2022 in Review

Avestar Capital sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 508 shares — an estimated $284K sold.

Avestar Capital first reported a position in SIVB in Q1 2018 and held it in 7 quarters. The position peaked at $284K in Q1 2022. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Avestar Capital reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Avestar Capital sold 508 SVB Financial Group shares in Q2 2022, an estimated $284K.
  • Avestar Capital first reported a position in SVB Financial Group in Q1 2018 and held it in 7 quarters.
  • Avestar Capital's SVB Financial Group position peaked at $284K in Q1 2022.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.