First Foundation Advisors’s SVB Financial Group SIVB Stock Holding History

First Foundation 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
2022 Q2	–	Sell	-542	Closed	-$303K	–	473
2022 Q1	$303K	Buy	542 +166	+44%	+$101K	0.01%	335
2021 Q4	$255K	Buy	376 +3	+0.8%	+$2.11K	0.01%	367
2021 Q3	$241K	Buy	373 +6	+2%	+$3.48K	0.01%	385
2021 Q2	$204K	Buy	+367	New	+$204K	0.01%	433
2017 Q2	–	Sell	-2,500	Closed	-$465K	–	348
2017 Q1	$465K	Buy	+2,500	New	+$455K	0.03%	217

Other funds holding SIVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

First Foundation Advisors's SIVB Position: Q2 2022 in Review

First Foundation Advisors sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 542 shares — an estimated $303K sold.

First Foundation Advisors first reported a position in SIVB in Q1 2017 and held it in 5 quarters. The position peaked at $465K in Q1 2017. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

First Foundation Advisors reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
First Foundation Advisors sold 542 SVB Financial Group shares in Q2 2022, an estimated $303K.
First Foundation Advisors first reported a position in SVB Financial Group in Q1 2017 and held it in 5 quarters.
First Foundation Advisors's SVB Financial Group position peaked at $465K in Q1 2017.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.