DWM
SIVB

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

Destination 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
2019
Q2 		– Sell
-38
Closed -$8K – 805
2019
Q1 		$8K Buy
+38
New +$8.85K ﹤0.01% 513
2017
Q1 		– Sell
-1,344
Closed -$231K – 179
2016
Q4 		$231K Buy
+1,344
New +$193K 0.02% 154

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Destination Wealth Management's SIVB Position: Q2 2019 in Review

Destination Wealth Management sold out of SVB Financial Group (SIVB) in Q2 2019, closing a stake of 38 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in SIVB in Q4 2016 and held it in 2 quarters. The position peaked at $231K in Q4 2016. 547 funds tracked by Wall St. Rank hold SIVB as of Q2 2019.

  • Destination Wealth Management reported no remaining SVB Financial Group position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 38 SVB Financial Group shares in Q2 2019, an estimated $8K.
  • Destination Wealth Management first reported a position in SVB Financial Group in Q4 2016 and held it in 2 quarters.
  • Destination Wealth Management's SVB Financial Group position peaked at $231K in Q4 2016.
  • 547 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.