CCA
SIVB

Checchi Capital Advisers’s SVB Financial Group SIVB Stock Holding History

Checchi Capital Advisers’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
-427
Closed -$239K – 621
2022
Q1 		$239K Buy
427
+65
+18% +$39.5K 0.02% 469
2021
Q4 		$246K Buy
362
+21
+6% +$14.8K 0.03% 446
2021
Q3 		$221K Buy
+341
New +$198K 0.03% 458
2018
Q4 		– Sell
-676
Closed -$210K – 465
2018
Q3 		$210K Buy
+676
New +$213K 0.04% 410
2016
Q3 		– Sell
-419
Closed -$40K – 1578
2016
Q2 		$40K Buy
419
+87
+26% +$8.9K 0.01% 940
2016
Q1 		$34K Buy
+332
New +$32.1K 0.01% 955

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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 $528B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return