FCH
SIVB

Freestone Capital Holdings’s SVB Financial Group SIVB Stock Holding History

Freestone Capital Holdings’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
-434
Closed -$243K – 608
2022
Q1 		$243K Sell
434
-26
-6% -$15.8K 0.01% 506
2021
Q4 		$312K Buy
460
+149
+48% +$105K 0.01% 395
2021
Q3 		$201K Buy
+311
New +$180K 0.01% 400
2021
Q1 		– Sell
-211
Closed -$81.8K – 1288
2020
Q4 		$81.8K Buy
211
+40
+23% +$13K ﹤0.01% 466
2020
Q3 		$41.1K Buy
+171
New +$40.2K ﹤0.01% 519

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freestone Capital Holdings's SIVB Position: Q2 2022 in Review

Freestone Capital Holdings sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 434 shares — an estimated $243K sold.

Freestone Capital Holdings first reported a position in SIVB in Q3 2020 and held it in 5 quarters. The position peaked at $312K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Freestone Capital Holdings reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 434 SVB Financial Group shares in Q2 2022, an estimated $243K.
  • Freestone Capital Holdings first reported a position in SVB Financial Group in Q3 2020 and held it in 5 quarters.
  • Freestone Capital Holdings's SVB Financial Group position peaked at $312K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.