GGS
SIVB

Galvin Gaustad & Stein’s SVB Financial Group SIVB Stock Holding History

Galvin Gaustad & Stein’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
-1,745
Closed -$976K – 181
2022
Q1 		$976K Buy
1,745
+620
+55% +$376K 0.09% 98
2021
Q4 		$763K Buy
1,125
+50
+5% +$35.2K 0.07% 112
2021
Q3 		$695K Buy
+1,075
New +$623K 0.07% 113

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

Galvin Gaustad & Stein's SIVB Position: Q2 2022 in Review

Galvin Gaustad & Stein sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 1,745 shares — an estimated $976K sold.

Galvin Gaustad & Stein first reported a position in SIVB in Q3 2021 and held it in 3 quarters. The position peaked at $976K in Q1 2022. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Galvin Gaustad & Stein reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Galvin Gaustad & Stein sold 1,745 SVB Financial Group shares in Q2 2022, an estimated $976K.
  • Galvin Gaustad & Stein first reported a position in SVB Financial Group in Q3 2021 and held it in 3 quarters.
  • Galvin Gaustad & Stein's SVB Financial Group position peaked at $976K in Q1 2022.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2022, filed 22 Jul 2022.