EF
SIVB

Empowered Funds’s SVB Financial Group SIVB Stock Holding History

Empowered Funds’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
-2,567
Closed -$1.74M – 316
2021
Q4 		$1.74M Sell
2,567
-473
-16% -$333K 0.2% 123
2021
Q3 		$1.97M Sell
3,040
-55
-2% -$31.9K 0.25% 86
2021
Q2 		$1.72M Buy
+3,095
New +$1.72M 0.22% 132
2018
Q4 		– Sell
-5,092
Closed -$1.59M – 127
2018
Q3 		$1.59M Buy
+5,092
New +$1.61M 0.47% 81
2017
Q4 		– Sell
-4,378
Closed -$819K – 129
2017
Q3 		$819K Buy
4,378
+626
+17% +$110K 0.53% 56
2017
Q2 		$660K Sell
3,752
-24
-0.6% -$4.3K 0.54% 70
2017
Q1 		$703K Buy
+3,776
New +$687K 0.72% 57

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

Empowered Funds's SIVB Position: Q1 2022 in Review

Empowered Funds sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 2,567 shares — an estimated $1.74M sold.

Empowered Funds first reported a position in SIVB in Q1 2017 and held it in 7 quarters. The position peaked at $1.97M in Q3 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Empowered Funds reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Empowered Funds sold 2,567 SVB Financial Group shares in Q1 2022, an estimated $1.74M.
  • Empowered Funds first reported a position in SVB Financial Group in Q1 2017 and held it in 7 quarters.
  • Empowered Funds's SVB Financial Group position peaked at $1.97M in Q3 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Empowered Funds's 13F filing for Q1 2022, filed 21 Apr 2022.