EPM
SIVB

Equitec Proprietary Markets’s SVB Financial Group SIVB Stock Holding History

Equitec Proprietary Markets’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
-29
Closed -$20K – 501
2021
Q4 		$20K Buy
+29
New +$20.4K ﹤0.01% 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 $23.8B AUM 34.25% 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

Equitec Proprietary Markets's SIVB Position: Q1 2022 in Review

Equitec Proprietary Markets sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 29 shares — an estimated $20K sold.

Equitec Proprietary Markets first reported a position in SIVB in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Equitec Proprietary Markets reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Equitec Proprietary Markets sold 29 SVB Financial Group shares in Q1 2022, an estimated $20K.
  • Equitec Proprietary Markets first reported a position in SVB Financial Group in Q4 2021 and held it in 1 quarter.
  • Equitec Proprietary Markets's SVB Financial Group position peaked at $20K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Equitec Proprietary Markets's 13F filing for Q1 2022, filed 22 Apr 2022.