FAIM
SIVB

Financial Advocates Investment Management’s SVB Financial Group SIVB Stock Holding History

Financial Advocates Investment 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
2021
Q4 		– Sell
-506
Closed -$328K – 829
2021
Q3 		$328K Buy
+506
New +$293K 0.02% 592

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $23.8B AUM 34.25% 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 $1.88T AUM 44.46% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Financial Advocates Investment Management's SIVB Position: Q4 2021 in Review

Financial Advocates Investment Management sold out of SVB Financial Group (SIVB) in Q4 2021, closing a stake of 506 shares — an estimated $328K sold.

Financial Advocates Investment Management first reported a position in SIVB in Q3 2021 and held it in 1 quarter. The position peaked at $328K in Q3 2021. 874 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

  • Financial Advocates Investment Management reported no remaining SVB Financial Group position as of Q4 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 506 SVB Financial Group shares in Q4 2021, an estimated $328K.
  • Financial Advocates Investment Management first reported a position in SVB Financial Group in Q3 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's SVB Financial Group position peaked at $328K in Q3 2021.
  • 874 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Financial Advocates Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.