CI
SIVB

Carroll Investors’s SVB Financial Group SIVB Stock Holding History

Carroll Investors’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
-40
Closed -$22K – 182
2022
Q1 		$22K Hold
40
– – 0.01% 107
2021
Q4 		$27K Buy
+40
New +$28.2K 0.02% 122

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

Carroll Investors's SIVB Position: Q2 2022 in Review

Carroll Investors sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 40 shares — an estimated $22K sold.

Carroll Investors first reported a position in SIVB in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Carroll Investors reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Carroll Investors sold 40 SVB Financial Group shares in Q2 2022, an estimated $22K.
  • Carroll Investors first reported a position in SVB Financial Group in Q4 2021 and held it in 2 quarters.
  • Carroll Investors's SVB Financial Group position peaked at $27K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Carroll Investors's 13F filing for Q2 2022, filed 26 Jul 2022.