Dorsey Wright & Associates’s SVB Financial Group SIVB Stock Holding History

Dorsey Wright & Associates’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	-4,423	Closed	-$2.47M	–	349
2022 Q1	$2.47M	Sell	4,423 -11,017	-71%	-$6.69M	0.57%	91
2021 Q4	$10.5M	Buy	15,440 +275	+2%	+$194K	2.16%	3
2021 Q3	$9.81M	Sell	15,165 -281	-2%	-$163K	2.15%	3
2021 Q2	$8.6M	Buy	15,446 +23	+0.1%	+$12.8K	1.83%	3
2021 Q1	$7.61K	Buy	15,423 +8,365	+119%	+$4.11M	0.09%	161
2020 Q4	$2.74M	Buy	+7,058	New	+$2.29M	0.4%	79
2014 Q3	–	Sell	-17,321	Closed	-$1.87M	–	171
2014 Q2	$1.87M	Buy	17,321 +3,961	+30%	+$442K	0.22%	49
2014 Q1	$1.43M	Buy	13,360 +9,344	+233%	+$1.09M	0.2%	51
2013 Q4	$446K	Buy	4,016 +101	+3%	+$9.88K	0.06%	74
2013 Q3	$338	Buy	+3,915	New	+$338K	0.05%	84

Other funds holding SIVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ATO

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dorsey Wright & Associates's SIVB Position: Q2 2022 in Review

Dorsey Wright & Associates sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 4,423 shares — an estimated $2.47M sold.

Dorsey Wright & Associates first reported a position in SIVB in Q3 2013 and held it in 10 quarters. The position peaked at $10.5M in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Dorsey Wright & Associates reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Dorsey Wright & Associates sold 4,423 SVB Financial Group shares in Q2 2022, an estimated $2.47M.
Dorsey Wright & Associates first reported a position in SVB Financial Group in Q3 2013 and held it in 10 quarters.
Dorsey Wright & Associates's SVB Financial Group position peaked at $10.5M in Q4 2021.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Dorsey Wright & Associates's 13F filing for Q2 2022, filed 20 Jul 2022.