IWC
SIVB

Integrated Wealth Concepts’s SVB Financial Group SIVB Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-363
Closed -$246K – 1073
2021
Q4 		$246K Buy
363
+25
+7% +$17.6K 0.01% 863
2021
Q3 		$219K Sell
338
-48
-12% -$27.8K 0.01% 858
2021
Q2 		$215K Buy
+386
New +$214K 0.01% 754

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 $23.8B AUM 34.25% 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

Integrated Wealth Concepts's SIVB Position: Q1 2022 in Review

Integrated Wealth Concepts sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 363 shares — an estimated $246K sold.

Integrated Wealth Concepts first reported a position in SIVB in Q2 2021 and held it in 3 quarters. The position peaked at $246K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Integrated Wealth Concepts reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 363 SVB Financial Group shares in Q1 2022, an estimated $246K.
  • Integrated Wealth Concepts first reported a position in SVB Financial Group in Q2 2021 and held it in 3 quarters.
  • Integrated Wealth Concepts's SVB Financial Group position peaked at $246K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Integrated Wealth Concepts's 13F filing for Q1 2022, filed 12 May 2022.