Icon Wealth Partners’s SVB Financial Group SIVB Stock Holding History

Icon Wealth Partners’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 Q2	–	Sell	-2	Closed	–	–	901
2019 Q1	$0	Buy	+2	New	+$466	﹤0.01%	915

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Icon Wealth Partners's SIVB Position: Q2 2019 in Review

Icon Wealth Partners sold out of SVB Financial Group (SIVB) in Q2 2019, closing a stake of 2 shares.

Icon Wealth Partners first reported a position in SIVB in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 547 funds tracked by Wall St. Rank hold SIVB as of Q2 2019.

Icon Wealth Partners reported no remaining SVB Financial Group position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 2 SVB Financial Group shares in Q2 2019.
Icon Wealth Partners first reported a position in SVB Financial Group in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's SVB Financial Group position peaked at $0 in Q1 2019.
547 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.