BA
SIVB

Bellwether Advisors’s SVB Financial Group SIVB Stock Holding History

Bellwether 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
2022
Q1 		– Sell
-19
Closed -$12K – 641
2021
Q4 		$12K Buy
+19
New +$13.4K ﹤0.01% 321
2021
Q2 		– Sell
-5,906
Closed -$2.92M – 492
2021
Q1 		$2.92M Buy
5,906
+3,178
+116% +$1.56M 1.15% 24
2020
Q4 		$1.06M Buy
+2,728
New +$884K 0.47% 43

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
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

Bellwether Advisors's SIVB Position: Q1 2022 in Review

Bellwether Advisors sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 19 shares — an estimated $12K sold.

Bellwether Advisors first reported a position in SIVB in Q4 2020 and held it in 3 quarters. The position peaked at $2.92M in Q1 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Bellwether Advisors reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Bellwether Advisors sold 19 SVB Financial Group shares in Q1 2022, an estimated $12K.
  • Bellwether Advisors first reported a position in SVB Financial Group in Q4 2020 and held it in 3 quarters.
  • Bellwether Advisors's SVB Financial Group position peaked at $2.92M in Q1 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Bellwether Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.