CFA
SIVB

Carroll Financial Associates’s SVB Financial Group SIVB Stock Holding History

Carroll Financial Associates’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
Q4 		$1K Hold
2
– – ﹤0.01% 1599
2021
Q3 		$1K Hold
2
– – ﹤0.01% 1759
2021
Q2 		$1K Buy
+2
New +$1.11K ﹤0.01% 1679
2019
Q3 		– Sell
-15
Closed -$3K – 1831
2019
Q2 		$3K Hold
15
– – ﹤0.01% 1350
2019
Q1 		$3K Buy
+15
New +$3.49K ﹤0.01% 1233

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Carroll Financial Associates's SIVB Position: Q4 2021 in Review

Carroll Financial Associates held its SVB Financial Group (SIVB) position steady in Q4 2021 at 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Carroll Financial Associates first reported a position in SIVB in Q1 2019 and has held it in 5 quarters since. The position peaked at $3K in Q2 2019. 874 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

  • Carroll Financial Associates held 2 shares of SVB Financial Group worth $1K as of Q4 2021.
  • Carroll Financial Associates left its SVB Financial Group share count unchanged in Q4 2021.
  • SVB Financial Group made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1599 holding.
  • Carroll Financial Associates first reported a position in SVB Financial Group in Q1 2019 and has held it in 5 quarters since.
  • Carroll Financial Associates's SVB Financial Group position peaked at $3K in Q2 2019.
  • 874 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.