IWS
SIVB

Insight Wealth Strategies’s SVB Financial Group SIVB Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-1,200
Closed -$228K – 155
2018
Q4 		$228K Buy
+1,200
New +$293K 0.07% 125

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Insight Wealth Strategies's SIVB Position: Q1 2019 in Review

Insight Wealth Strategies sold out of SVB Financial Group (SIVB) in Q1 2019, closing a stake of 1,200 shares — an estimated $228K sold.

Insight Wealth Strategies first reported a position in SIVB in Q4 2018 and held it in 1 quarter. The position peaked at $228K in Q4 2018. 573 funds tracked by Wall St. Rank hold SIVB as of Q1 2019.

  • Insight Wealth Strategies reported no remaining SVB Financial Group position as of Q1 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,200 SVB Financial Group shares in Q1 2019, an estimated $228K.
  • Insight Wealth Strategies first reported a position in SVB Financial Group in Q4 2018 and held it in 1 quarter.
  • Insight Wealth Strategies's SVB Financial Group position peaked at $228K in Q4 2018.
  • 573 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2019.

Based on Insight Wealth Strategies's 13F filing for Q1 2019, filed 24 Apr 2019.