FGAM
SIVB

Financial Gravity Asset Management’s SVB Financial Group SIVB Stock Holding History

Financial Gravity Asset 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
2018
Q3 		$15K Hold
69
– – 0.02% 517
2018
Q2 		$22K Buy
+69
New +$20.3K 0.02% 465

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Financial Gravity Asset Management's SIVB Position: Q3 2018 in Review

Financial Gravity Asset Management held its SVB Financial Group (SIVB) position steady in Q3 2018 at 69 shares worth $15K. The position accounts for 0.02% of the portfolio, ranked #517.

Financial Gravity Asset Management first reported a position in SIVB in Q2 2018 and has held it in 2 quarters since. The position peaked at $22K in Q2 2018. 614 funds tracked by Wall St. Rank hold SIVB as of Q3 2018.

  • Financial Gravity Asset Management held 69 shares of SVB Financial Group worth $15K as of Q3 2018.
  • Financial Gravity Asset Management left its SVB Financial Group share count unchanged in Q3 2018.
  • SVB Financial Group made up 0.02% of Financial Gravity Asset Management's portfolio in Q3 2018, its #517 holding.
  • Financial Gravity Asset Management first reported a position in SVB Financial Group in Q2 2018 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's SVB Financial Group position peaked at $22K in Q2 2018.
  • 614 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.