BDO Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

BDO Wealth Advisors’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	-200	Closed	-$30K	–	804
2020 Q1	$30K	Hold	200	–	–	0.01%	397
2019 Q4	$50K	Hold	200	–	–	0.01%	302
2019 Q3	$42K	Hold	200	–	–	0.01%	334
2019 Q2	$45K	Hold	200	–	–	0.01%	318
2019 Q1	$44K	Sell	200 -100	-33%	-$23.3K	0.01%	298
2018 Q4	$57K	Hold	300	–	–	0.02%	252
2018 Q3	$93K	Buy	300 +100	+50%	+$31.6K	0.03%	220
2018 Q2	$58K	Buy	+200	New	+$58.8K	0.02%	275
2017 Q3	–	Sell	-620	Closed	-$109K	–	585
2017 Q2	$109K	Buy	+620	New	+$111K	0.05%	167

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

BDO Wealth Advisors's SIVB Position: Q2 2020 in Review

BDO Wealth Advisors sold out of SVB Financial Group (SIVB) in Q2 2020, closing a stake of 200 shares — an estimated $30K sold.

BDO Wealth Advisors first reported a position in SIVB in Q2 2017 and held it in 9 quarters. The position peaked at $109K in Q2 2017. 512 funds tracked by Wall St. Rank hold SIVB as of Q2 2020.

BDO Wealth Advisors reported no remaining SVB Financial Group position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 200 SVB Financial Group shares in Q2 2020, an estimated $30K.
BDO Wealth Advisors first reported a position in SVB Financial Group in Q2 2017 and held it in 9 quarters.
BDO Wealth Advisors's SVB Financial Group position peaked at $109K in Q2 2017.
512 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.