Avion Wealth’s SVB Financial Group SIVB Stock Holding History

Avion Wealth’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 Q2	–	Sell	-23	Closed	-$3K	–	323
2020 Q1	$3K	Buy	+23	New	+$5.06K	﹤0.01%	257

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Avion Wealth's SIVB Position: Q2 2020 in Review

Avion Wealth sold out of SVB Financial Group (SIVB) in Q2 2020, closing a stake of 23 shares — an estimated $3K sold.

Avion Wealth first reported a position in SIVB in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 512 funds tracked by Wall St. Rank hold SIVB as of Q2 2020.

Avion Wealth reported no remaining SVB Financial Group position as of Q2 2020 after selling out during the quarter.
Avion Wealth sold 23 SVB Financial Group shares in Q2 2020, an estimated $3K.
Avion Wealth first reported a position in SVB Financial Group in Q1 2020 and held it in 1 quarter.
Avion Wealth's SVB Financial Group position peaked at $3K in Q1 2020.
512 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2020.

Based on Avion Wealth's 13F filing for Q2 2020, filed 29 Jul 2020.