Focused Wealth Management’s SVB Financial Group SIVB Stock Holding History

Focused Wealth 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
2020 Q1	–	Sell	-45	Closed	-$11K	–	828
2019 Q4	$11K	Hold	45	–	–	﹤0.01%	496
2019 Q3	$9K	Hold	45	–	–	﹤0.01%	504
2019 Q2	$10K	Hold	45	–	–	﹤0.01%	524
2019 Q1	$10K	Hold	45	–	–	﹤0.01%	476
2018 Q4	$9K	Hold	45	–	–	﹤0.01%	477
2018 Q3	$14K	Hold	45	–	–	﹤0.01%	416
2018 Q2	$13K	Hold	45	–	–	﹤0.01%	416
2018 Q1	$11K	Hold	45	–	–	﹤0.01%	474
2017 Q4	$11K	Hold	45	–	–	﹤0.01%	460
2017 Q3	$8K	Hold	45	–	–	﹤0.01%	475
2017 Q2	$8K	Buy	+45	New	+$8.06K	﹤0.01%	514

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

Focused Wealth Management's SIVB Position: Q1 2020 in Review

Focused Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2020, closing a stake of 45 shares — an estimated $11K sold.

Focused Wealth Management first reported a position in SIVB in Q2 2017 and held it in 11 quarters. The position peaked at $14K in Q3 2018. 474 funds tracked by Wall St. Rank hold SIVB as of Q1 2020.

Focused Wealth Management reported no remaining SVB Financial Group position as of Q1 2020 after selling out during the quarter.
Focused Wealth Management sold 45 SVB Financial Group shares in Q1 2020, an estimated $11K.
Focused Wealth Management first reported a position in SVB Financial Group in Q2 2017 and held it in 11 quarters.
Focused Wealth Management's SVB Financial Group position peaked at $14K in Q3 2018.
474 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2020.

Based on Focused Wealth Management's 13F filing for Q1 2020, filed 6 May 2020.