GHA
SIVB

GW Henssler & Associates’s SVB Financial Group SIVB Stock Holding History

GW Henssler & Associates’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
2021
Q2 		– Sell
-776
Closed -$383K – 277
2021
Q1 		$383K Sell
776
-200
-20% -$98.4K 0.03% 153
2020
Q4 		$379K Sell
976
-7
-0.7% -$2.27K 0.03% 144
2020
Q3 		$237K Buy
+983
New +$231K 0.02% 179

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

GW Henssler & Associates's SIVB Position: Q2 2021 in Review

GW Henssler & Associates sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 776 shares — an estimated $383K sold.

GW Henssler & Associates first reported a position in SIVB in Q3 2020 and held it in 3 quarters. The position peaked at $383K in Q1 2021. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

  • GW Henssler & Associates reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
  • GW Henssler & Associates sold 776 SVB Financial Group shares in Q2 2021, an estimated $383K.
  • GW Henssler & Associates first reported a position in SVB Financial Group in Q3 2020 and held it in 3 quarters.
  • GW Henssler & Associates's SVB Financial Group position peaked at $383K in Q1 2021.
  • 732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on GW Henssler & Associates's 13F filing for Q2 2021, filed 9 Aug 2021.