CWM
SIVB

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

Circle 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
2021
Q1 		– Sell
-897
Closed -$348K – 235
2020
Q4 		$348K Sell
897
-42
-4% -$13.6K 0.05% 180
2020
Q3 		$226K Buy
+939
New +$221K 0.04% 191
2020
Q1 		– Sell
-819
Closed -$206K – 222
2019
Q4 		$206K Buy
+819
New +$186K 0.04% 178

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Circle Wealth Management's SIVB Position: Q1 2021 in Review

Circle Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2021, closing a stake of 897 shares — an estimated $348K sold.

Circle Wealth Management first reported a position in SIVB in Q4 2019 and held it in 3 quarters. The position peaked at $348K in Q4 2020. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

  • Circle Wealth Management reported no remaining SVB Financial Group position as of Q1 2021 after selling out during the quarter.
  • Circle Wealth Management sold 897 SVB Financial Group shares in Q1 2021, an estimated $348K.
  • Circle Wealth Management first reported a position in SVB Financial Group in Q4 2019 and held it in 3 quarters.
  • Circle Wealth Management's SVB Financial Group position peaked at $348K in Q4 2020.
  • 714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

Based on Circle Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.