CF
SIVB

Centaurus Financial’s SVB Financial Group SIVB Stock Holding History

Centaurus Financial’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
-196
Closed -$110K – 957
2022
Q1 		$110K Sell
196
-385
-66% -$234K 0.01% 843
2021
Q4 		$394K Hold
581
– – 0.03% 501
2021
Q3 		$376K Hold
581
– – 0.03% 492
2021
Q2 		$323K Sell
581
-26
-4% -$14.4K 0.03% 548
2021
Q1 		$300K Buy
607
+47
+8% +$23.1K 0.03% 497
2020
Q4 		$217K Sell
560
-3
-0.5% -$972 0.02% 532
2020
Q3 		$135K Hold
563
– – 0.02% 541
2020
Q2 		$121K Buy
+563
New +$108K 0.02% 546

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

Centaurus Financial's SIVB Position: Q2 2022 in Review

Centaurus Financial sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 196 shares — an estimated $110K sold.

Centaurus Financial first reported a position in SIVB in Q2 2020 and held it in 8 quarters. The position peaked at $394K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Centaurus Financial reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Centaurus Financial sold 196 SVB Financial Group shares in Q2 2022, an estimated $110K.
  • Centaurus Financial first reported a position in SVB Financial Group in Q2 2020 and held it in 8 quarters.
  • Centaurus Financial's SVB Financial Group position peaked at $394K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Centaurus Financial's 13F filing for Q2 2022, filed 2 Aug 2022.