Bank Julius Baer & Co
SIVB

Bank Julius Baer & Co’s SVB Financial Group SIVB Stock Holding History

Bank Julius Baer & Co’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
-47
Closed -$32K – 864
2021
Q4 		$32K Buy
+47
New +$33.1K ﹤0.01% 703

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 $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

Bank Julius Baer & Co's SIVB Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 47 shares — an estimated $32K sold.

Bank Julius Baer & Co first reported a position in SIVB in Q4 2021 and held it in 1 quarter. The position peaked at $32K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 47 SVB Financial Group shares in Q1 2022, an estimated $32K.
  • Bank Julius Baer & Co first reported a position in SVB Financial Group in Q4 2021 and held it in 1 quarter.
  • Bank Julius Baer & Co's SVB Financial Group position peaked at $32K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.