CWM
SIVB

Campbell Wealth Management’s SVB Financial Group SIVB Stock Holding History

Campbell Wealth 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
2020
Q3 		– Sell
-62
Closed -$13K – 376
2020
Q2 		$13K Buy
+62
New +$11.9K ﹤0.01% 255

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Campbell Wealth Management's SIVB Position: Q3 2020 in Review

Campbell Wealth Management sold out of SVB Financial Group (SIVB) in Q3 2020, closing a stake of 62 shares — an estimated $13K sold.

Campbell Wealth Management first reported a position in SIVB in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 527 funds tracked by Wall St. Rank hold SIVB as of Q3 2020.

  • Campbell Wealth Management reported no remaining SVB Financial Group position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 62 SVB Financial Group shares in Q3 2020, an estimated $13K.
  • Campbell Wealth Management first reported a position in SVB Financial Group in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's SVB Financial Group position peaked at $13K in Q2 2020.
  • 527 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.