FFG
SIVB

Fortem Financial Group’s SVB Financial Group SIVB Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-354
Closed -$240K – 190
2021
Q4 		$240K Hold
354
– – 0.11% 154
2021
Q3 		$229K Buy
+354
New +$205K 0.12% 158
2021
Q1 		– Sell
-366
Closed -$142K – 471
2020
Q4 		$142K Buy
+366
New +$119K 0.09% 166

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fortem Financial Group's SIVB Position: Q1 2022 in Review

Fortem Financial Group sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 354 shares — an estimated $240K sold.

Fortem Financial Group first reported a position in SIVB in Q4 2020 and held it in 3 quarters. The position peaked at $240K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Fortem Financial Group reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Fortem Financial Group sold 354 SVB Financial Group shares in Q1 2022, an estimated $240K.
  • Fortem Financial Group first reported a position in SVB Financial Group in Q4 2020 and held it in 3 quarters.
  • Fortem Financial Group's SVB Financial Group position peaked at $240K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Fortem Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.