CSat Investment Advisory’s SVB Financial Group SIVB Stock Holding History

CSat Investment Advisory’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	$27K	Sell	54 -39	-42%	-$19.2K	0.02%	325
2020 Q4	$36K	Sell	93 -176	-65%	-$57K	0.03%	228
2020 Q3	$65K	Sell	269 -39	-13%	-$9.18K	0.01%	629
2020 Q2	$67K	Sell	308 -2	-0.6%	-$385	0.01%	620
2020 Q1	$46K	Buy	310 +18	+6%	+$3.96K	0.01%	551
2019 Q4	$73K	Sell	292 -1	-0.3%	-$227	0.02%	470
2019 Q3	$61K	Buy	293 +30	+11%	+$6.29K	0.02%	440
2019 Q2	$59K	Buy	263 +166	+171%	+$38.4K	0.02%	427
2019 Q1	$22K	Sell	97 -32	-25%	-$7.45K	0.01%	300
2018 Q4	$24K	Buy	129 +93	+258%	+$22.7K	0.01%	235
2018 Q3	$11K	Sell	36 -2,837	-99%	-$895K	0.01%	354
2018 Q2	$830K	Buy	+2,873	New	+$844K	0.44%	56

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's SIVB Position: Q1 2021 in Review

CSat Investment Advisory reduced its SVB Financial Group (SIVB) stake by 42% in Q1 2021, selling an estimated $19.2K and leaving 54 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #325.

CSat Investment Advisory first reported a position in SIVB in Q2 2018 and has held it in 12 quarters since. The position peaked at $830K in Q2 2018. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

CSat Investment Advisory held 54 shares of SVB Financial Group worth $27K as of Q1 2021.
CSat Investment Advisory sold 39 SVB Financial Group shares in Q1 2021, an estimated $19.2K.
SVB Financial Group made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #325 holding.
CSat Investment Advisory first reported a position in SVB Financial Group in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's SVB Financial Group position peaked at $830K in Q2 2018.
714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.