FineMark National Bank & Trust’s SVB Financial Group SIVB Stock Holding History

FineMark National Bank & Trust’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 Q3	–	Sell	-400	Closed	-$223K	–	462
2021 Q2	$223K	Buy	+400	New	+$222K	0.01%	419
2017 Q1	–	Sell	-37	Closed	-$6K	–	1255
2016 Q4	$6K	Hold	37	–	–	﹤0.01%	1054
2016 Q3	$4K	Hold	37	–	–	﹤0.01%	1105
2016 Q2	$4K	Hold	37	–	–	﹤0.01%	1128
2016 Q1	$4K	Buy	37 +14	+61%	+$1.35K	﹤0.01%	1081
2015 Q4	$3K	Hold	23	–	–	﹤0.01%	1136
2015 Q3	$3K	Hold	23	–	–	﹤0.01%	1213
2015 Q2	$3K	Hold	23	–	–	﹤0.01%	1221
2015 Q1	$3K	Buy	+23	New	+$2.75K	﹤0.01%	1229

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

FineMark National Bank & Trust's SIVB Position: Q3 2021 in Review

FineMark National Bank & Trust sold out of SVB Financial Group (SIVB) in Q3 2021, closing a stake of 400 shares — an estimated $223K sold.

FineMark National Bank & Trust first reported a position in SIVB in Q1 2015 and held it in 9 quarters. The position peaked at $223K in Q2 2021. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

FineMark National Bank & Trust reported no remaining SVB Financial Group position as of Q3 2021 after selling out during the quarter.
FineMark National Bank & Trust sold 400 SVB Financial Group shares in Q3 2021, an estimated $223K.
FineMark National Bank & Trust first reported a position in SVB Financial Group in Q1 2015 and held it in 9 quarters.
FineMark National Bank & Trust's SVB Financial Group position peaked at $223K in Q2 2021.
776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on FineMark National Bank & Trust's 13F filing for Q3 2021, filed 12 Nov 2021.