J.W. Cole Advisors’s SVB Financial Group SIVB Stock Holding History

J.W. Cole 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	–	Sell	-296	Closed	-$201K	–	888
2021 Q4	$201K	Buy	+296	New	+$209K	0.01%	784

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

J.W. Cole Advisors's SIVB Position: Q1 2022 in Review

J.W. Cole Advisors sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 296 shares — an estimated $201K sold.

J.W. Cole Advisors first reported a position in SIVB in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

J.W. Cole Advisors reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
J.W. Cole Advisors sold 296 SVB Financial Group shares in Q1 2022, an estimated $201K.
J.W. Cole Advisors first reported a position in SVB Financial Group in Q4 2021 and held it in 1 quarter.
J.W. Cole Advisors's SVB Financial Group position peaked at $201K in Q4 2021.
805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on J.W. Cole Advisors's 13F filing for Q1 2022, filed 16 May 2022.