GWMIA
SIVB

Global Wealth Management Investment Advisory’s SVB Financial Group SIVB Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q3 		– Sell
-18
Closed -$3.77K – 769
2019
Q2 		$4K Hold
18
– – ﹤0.01% 484
2019
Q1 		$4K Hold
18
– – ﹤0.01% 487
2018
Q4 		$3K Buy
+18
New +$4.4K ﹤0.01% 559

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Wealth Management Investment Advisory's SIVB Position: Q3 2019 in Review

Global Wealth Management Investment Advisory sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 18 shares — an estimated $3.77K sold.

Global Wealth Management Investment Advisory first reported a position in SIVB in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • Global Wealth Management Investment Advisory reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 18 SVB Financial Group shares in Q3 2019, an estimated $3.77K.
  • Global Wealth Management Investment Advisory first reported a position in SVB Financial Group in Q4 2018 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's SVB Financial Group position peaked at $4K in Q2 2019.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.