BCM
SIVB

Brookstone Capital Management’s SVB Financial Group SIVB Stock Holding History

Brookstone Capital Management’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
2021
Q2 		– Sell
-20,142
Closed -$9.94M – 768
2021
Q1 		$9.94M Buy
+20,142
New +$9.91M 0.38% 66

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Brookstone Capital Management's SIVB Position: Q2 2021 in Review

Brookstone Capital Management sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 20,142 shares — an estimated $9.94M sold.

Brookstone Capital Management first reported a position in SIVB in Q1 2021 and held it in 1 quarter. The position peaked at $9.94M in Q1 2021. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

  • Brookstone Capital Management reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
  • Brookstone Capital Management sold 20,142 SVB Financial Group shares in Q2 2021, an estimated $9.94M.
  • Brookstone Capital Management first reported a position in SVB Financial Group in Q1 2021 and held it in 1 quarter.
  • Brookstone Capital Management's SVB Financial Group position peaked at $9.94M in Q1 2021.
  • 732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on Brookstone Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.