C-J Advisory’s SVB Financial Group SIVB Stock Holding History

C-J Advisory’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
2019 Q4	–	Sell	-17	Closed	-$4K	–	166
2019 Q3	$4K	Hold	17	–	–	﹤0.01%	158
2019 Q2	$4K	Buy	+17	New	+$3.93K	﹤0.01%	160

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

C-J Advisory's SIVB Position: Q4 2019 in Review

C-J Advisory sold out of SVB Financial Group (SIVB) in Q4 2019, closing a stake of 17 shares — an estimated $4K sold.

C-J Advisory first reported a position in SIVB in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q3 2019. 560 funds tracked by Wall St. Rank hold SIVB as of Q4 2019.

C-J Advisory reported no remaining SVB Financial Group position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 17 SVB Financial Group shares in Q4 2019, an estimated $4K.
C-J Advisory first reported a position in SVB Financial Group in Q2 2019 and held it in 2 quarters.
C-J Advisory's SVB Financial Group position peaked at $4K in Q3 2019.
560 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.