IPW
SIVB

IronBridge Private Wealth’s SVB Financial Group SIVB Stock Holding History

IronBridge Private Wealth’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
-25
Closed -$17K – 323
2021
Q4 		$17K Hold
25
– – 0.01% 146
2021
Q3 		$16K Hold
25
– – 0.01% 120
2021
Q2 		$14K Sell
25
-50
-67% -$27.7K 0.01% 133
2021
Q1 		$37K Hold
75
– – 0.02% 70
2020
Q4 		$29K Buy
+75
New +$24.3K 0.02% 77

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

IronBridge Private Wealth's SIVB Position: Q1 2022 in Review

IronBridge Private Wealth sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 25 shares — an estimated $17K sold.

IronBridge Private Wealth first reported a position in SIVB in Q4 2020 and held it in 5 quarters. The position peaked at $37K in Q1 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • IronBridge Private Wealth reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 25 SVB Financial Group shares in Q1 2022, an estimated $17K.
  • IronBridge Private Wealth first reported a position in SVB Financial Group in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's SVB Financial Group position peaked at $37K in Q1 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.