IFAM
SIVB

Institutional & Family Asset Management’s SVB Financial Group SIVB Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-243
Closed -$94K – 1024
2020
Q4 		$94K Buy
+243
New +$78.7K 0.02% 255

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's SIVB Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of SVB Financial Group (SIVB) in Q1 2021, closing a stake of 243 shares — an estimated $94K sold.

Institutional & Family Asset Management first reported a position in SIVB in Q4 2020 and held it in 1 quarter. The position peaked at $94K in Q4 2020. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining SVB Financial Group position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 243 SVB Financial Group shares in Q1 2021, an estimated $94K.
  • Institutional & Family Asset Management first reported a position in SVB Financial Group in Q4 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's SVB Financial Group position peaked at $94K in Q4 2020.
  • 714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.