IA
SIVB

IndexIQ Advisors’s SVB Financial Group SIVB Stock Holding History

IndexIQ Advisors’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
2022
Q1 		$547K Buy
977
+41
+4% +$24.9K 0.02% 390
2021
Q4 		$635K Sell
936
-36
-4% -$25.4K 0.02% 423
2021
Q3 		$629K Buy
972
+86
+10% +$49.9K 0.02% 415
2021
Q2 		$493K Buy
886
+60
+7% +$33.3K 0.02% 472
2021
Q1 		$408K Buy
826
+104
+14% +$51.1K 0.01% 545
2020
Q4 		$280K Buy
+722
New +$234K 0.01% 729

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

IndexIQ Advisors's SIVB Position: Q1 2022 in Review

IndexIQ Advisors increased its SVB Financial Group (SIVB) stake by 4.4% in Q1 2022, buying an estimated $24.9K and bringing the position to 977 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #390.

IndexIQ Advisors first reported a position in SIVB in Q4 2020 and has held it in 6 quarters since. The position peaked at $635K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • IndexIQ Advisors held 977 shares of SVB Financial Group worth $547K as of Q1 2022.
  • IndexIQ Advisors bought 41 SVB Financial Group shares in Q1 2022, an estimated $24.9K.
  • SVB Financial Group made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #390 holding.
  • IndexIQ Advisors first reported a position in SVB Financial Group in Q4 2020 and has held it in 6 quarters since.
  • IndexIQ Advisors's SVB Financial Group position peaked at $635K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.