BEC
SIVB

Blue Edge Capital’s SVB Financial Group SIVB Stock Holding History

Blue Edge Capital’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
Q2 		– Sell
-400
Closed -$224K – 113
2022
Q1 		$224K Hold
400
– – 0.04% 103
2021
Q4 		$271K Hold
400
– – 0.05% 95
2021
Q3 		$259K Hold
400
– – 0.05% 92
2021
Q2 		$223K Buy
+400
New +$222K 0.05% 102

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Edge Capital's SIVB Position: Q2 2022 in Review

Blue Edge Capital sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 400 shares — an estimated $224K sold.

Blue Edge Capital first reported a position in SIVB in Q2 2021 and held it in 4 quarters. The position peaked at $271K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Blue Edge Capital reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Blue Edge Capital sold 400 SVB Financial Group shares in Q2 2022, an estimated $224K.
  • Blue Edge Capital first reported a position in SVB Financial Group in Q2 2021 and held it in 4 quarters.
  • Blue Edge Capital's SVB Financial Group position peaked at $271K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Blue Edge Capital's 13F filing for Q2 2022, filed 10 Aug 2022.