First Personal Financial Services’s SVB Financial Group SIVB Stock Holding History

First Personal Financial Services’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
2020 Q1	–	Sell	-3	Closed	-$1K	–	566
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	529
2019 Q3	$1K	Hold	3	–	–	﹤0.01%	535
2019 Q2	$1K	Buy	+3	New	+$694	﹤0.01%	783
2018 Q2	–	Sell	-131	Closed	-$31K	–	1058
2018 Q1	$31K	Sell	131 -72	-35%	-$18.1K	0.01%	548
2017 Q4	$47K	Buy	203 +15	+8%	+$3.2K	0.01%	494
2017 Q3	$35K	Hold	188	–	–	0.01%	493
2017 Q2	$33K	Buy	188 +5	+3%	+$896	0.01%	497
2017 Q1	$34K	Hold	183	–	–	0.01%	473
2016 Q4	$31K	Buy	183 +3	+2%	+$430	0.01%	469
2016 Q3	$20K	Buy	180 +15	+9%	+$1.56K	0.01%	452
2016 Q2	$16K	Buy	+165	New	+$16.9K	0.01%	466

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

First Personal Financial Services's SIVB Position: Q1 2020 in Review

First Personal Financial Services sold out of SVB Financial Group (SIVB) in Q1 2020, closing a stake of 3 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in SIVB in Q2 2016 and held it in 11 quarters. The position peaked at $47K in Q4 2017. 474 funds tracked by Wall St. Rank hold SIVB as of Q1 2020.

First Personal Financial Services reported no remaining SVB Financial Group position as of Q1 2020 after selling out during the quarter.
First Personal Financial Services sold 3 SVB Financial Group shares in Q1 2020, an estimated $1K.
First Personal Financial Services first reported a position in SVB Financial Group in Q2 2016 and held it in 11 quarters.
First Personal Financial Services's SVB Financial Group position peaked at $47K in Q4 2017.
474 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.