BDF
SIVB

Balasa Dinverno & Foltz’s SVB Financial Group SIVB Stock Holding History

Balasa Dinverno & Foltz’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
-323
Closed -$219K – 369
2021
Q4 		$219K Hold
323
– – 0.01% 322
2021
Q3 		$209K Buy
+323
New +$187K 0.01% 319

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balasa Dinverno & Foltz's SIVB Position: Q1 2022 in Review

Balasa Dinverno & Foltz sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 323 shares — an estimated $219K sold.

Balasa Dinverno & Foltz first reported a position in SIVB in Q3 2021 and held it in 2 quarters. The position peaked at $219K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Balasa Dinverno & Foltz reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 323 SVB Financial Group shares in Q1 2022, an estimated $219K.
  • Balasa Dinverno & Foltz first reported a position in SVB Financial Group in Q3 2021 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's SVB Financial Group position peaked at $219K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q1 2022, filed 25 Apr 2022.