Golden State Wealth Management’s SVB Financial Group SIVB Stock Holding History

Golden State 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 Q2	–	Sell	-159	Closed	-$24K	–	1034
2020 Q1	$24K	Buy	+159	New	+$35K	0.01%	475
2019 Q4	–	Sell	-176	Closed	-$37K	–	1112
2019 Q3	$37K	Sell	176 -149	-46%	-$31.2K	0.01%	495
2019 Q2	$72K	Buy	325 +34	+12%	+$7.86K	0.02%	388
2019 Q1	$65K	Buy	+291	New	+$67.8K	0.02%	393

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Golden State Wealth Management's SIVB Position: Q2 2020 in Review

Golden State Wealth Management sold out of SVB Financial Group (SIVB) in Q2 2020, closing a stake of 159 shares — an estimated $24K sold.

Golden State Wealth Management first reported a position in SIVB in Q1 2019 and held it in 4 quarters. The position peaked at $72K in Q2 2019. 512 funds tracked by Wall St. Rank hold SIVB as of Q2 2020.

Golden State Wealth Management reported no remaining SVB Financial Group position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 159 SVB Financial Group shares in Q2 2020, an estimated $24K.
Golden State Wealth Management first reported a position in SVB Financial Group in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's SVB Financial Group position peaked at $72K in Q2 2019.
512 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.