IWM
SIVB

IHT Wealth Management’s SVB Financial Group SIVB Stock Holding History

IHT 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
2021
Q2 		– Sell
-1,612
Closed -$796K – 995
2021
Q1 		$796K Buy
+1,612
New +$793K 0.06% 325
2018
Q2 		– Sell
-14
Closed -$3K – 1648
2018
Q1 		$3K Hold
14
– – ﹤0.01% 1474
2017
Q4 		$3K Hold
14
– – ﹤0.01% 1463
2017
Q3 		$3K Hold
14
– – ﹤0.01% 1193
2017
Q2 		$72 Hold
14
– – 0.03% 419
2017
Q1 		$2K Hold
14
– – ﹤0.01% 1128
2016
Q4 		$2K Buy
+14
New +$2.01K ﹤0.01% 1080

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 $20.5B AUM 26.83% 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

IHT Wealth Management's SIVB Position: Q2 2021 in Review

IHT Wealth Management sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 1,612 shares — an estimated $796K sold.

IHT Wealth Management first reported a position in SIVB in Q4 2016 and held it in 7 quarters. The position peaked at $796K in Q1 2021. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

  • IHT Wealth Management reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
  • IHT Wealth Management sold 1,612 SVB Financial Group shares in Q2 2021, an estimated $796K.
  • IHT Wealth Management first reported a position in SVB Financial Group in Q4 2016 and held it in 7 quarters.
  • IHT Wealth Management's SVB Financial Group position peaked at $796K in Q1 2021.
  • 732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on IHT Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.