FHC
SIVB

First Heartland Consultants’s SVB Financial Group SIVB Stock Holding History

First Heartland Consultants’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
-976
Closed -$543K – 426
2021
Q2 		$543K Sell
976
-348
-26% -$193K 0.08% 204
2021
Q1 		$654K Buy
+1,324
New +$651K 0.1% 168

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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 $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

First Heartland Consultants's SIVB Position: Q3 2021 in Review

First Heartland Consultants sold out of SVB Financial Group (SIVB) in Q3 2021, closing a stake of 976 shares — an estimated $543K sold.

First Heartland Consultants first reported a position in SIVB in Q1 2021 and held it in 2 quarters. The position peaked at $654K in Q1 2021. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

  • First Heartland Consultants reported no remaining SVB Financial Group position as of Q3 2021 after selling out during the quarter.
  • First Heartland Consultants sold 976 SVB Financial Group shares in Q3 2021, an estimated $543K.
  • First Heartland Consultants first reported a position in SVB Financial Group in Q1 2021 and held it in 2 quarters.
  • First Heartland Consultants's SVB Financial Group position peaked at $654K in Q1 2021.
  • 776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on First Heartland Consultants's 13F filing for Q3 2021, filed 15 Nov 2021.