EWA
SIVB

Evolution Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-27
Closed -$17K – 679
2021
Q3 		$17K Hold
27
– – ﹤0.01% 338
2021
Q2 		$15K Hold
27
– – ﹤0.01% 354
2021
Q1 		$13K Sell
27
-1
-4% -$492 ﹤0.01% 378
2020
Q4 		$11K Hold
28
– – ﹤0.01% 346
2020
Q3 		$7K Hold
28
– – ﹤0.01% 406
2020
Q2 		$6K Buy
+28
New +$5.39K ﹤0.01% 354

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Evolution Wealth Advisors's SIVB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of SVB Financial Group (SIVB) in Q4 2021, closing a stake of 27 shares — an estimated $17K sold.

Evolution Wealth Advisors first reported a position in SIVB in Q2 2020 and held it in 6 quarters. The position peaked at $17K in Q3 2021. 874 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining SVB Financial Group position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 27 SVB Financial Group shares in Q4 2021, an estimated $17K.
  • Evolution Wealth Advisors first reported a position in SVB Financial Group in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's SVB Financial Group position peaked at $17K in Q3 2021.
  • 874 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.