EP
SIVB

Edgestream Partners’s SVB Financial Group SIVB Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-3,328
Closed -$2.26M – 671
2021
Q4 		$2.26M Buy
+3,328
New +$2.34M 0.14% 213
2021
Q3 		– Sell
-7,249
Closed -$4.03M – 598
2021
Q2 		$4.03M Buy
7,249
+257
+4% +$143K 0.24% 147
2021
Q1 		$3.45M Buy
6,992
+6,122
+704% +$3.01M 0.19% 189
2020
Q4 		$337K Buy
+870
New +$282K 0.02% 335

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edgestream Partners's SIVB Position: Q1 2022 in Review

Edgestream Partners sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 3,328 shares — an estimated $2.26M sold.

Edgestream Partners first reported a position in SIVB in Q4 2020 and held it in 4 quarters. The position peaked at $4.03M in Q2 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Edgestream Partners reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Edgestream Partners sold 3,328 SVB Financial Group shares in Q1 2022, an estimated $2.26M.
  • Edgestream Partners first reported a position in SVB Financial Group in Q4 2020 and held it in 4 quarters.
  • Edgestream Partners's SVB Financial Group position peaked at $4.03M in Q2 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Edgestream Partners's 13F filing for Q1 2022, filed 13 May 2022.