EWM
SIVB

Executive Wealth Management’s SVB Financial Group SIVB Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-4
Closed -$1K – 930
2019
Q2 		$1K Hold
4
– – ﹤0.01% 892
2019
Q1 		$1K Hold
4
– – ﹤0.01% 826
2018
Q4 		$1K Buy
+4
New +$978 ﹤0.01% 877

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Executive Wealth Management's SIVB Position: Q3 2019 in Review

Executive Wealth Management sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 4 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in SIVB in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • Executive Wealth Management reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 4 SVB Financial Group shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in SVB Financial Group in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's SVB Financial Group position peaked at $1K in Q2 2019.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.