JWM
SIVB

Jeppson Wealth Management’s SVB Financial Group SIVB Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-55
Closed -$13K – 508
2020
Q3 		$13K Buy
+55
New +$12.9K 0.01% 375

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jeppson Wealth Management's SIVB Position: Q4 2020 in Review

Jeppson Wealth Management sold out of SVB Financial Group (SIVB) in Q4 2020, closing a stake of 55 shares — an estimated $13K sold.

Jeppson Wealth Management first reported a position in SIVB in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 609 funds tracked by Wall St. Rank hold SIVB as of Q4 2020.

  • Jeppson Wealth Management reported no remaining SVB Financial Group position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 55 SVB Financial Group shares in Q4 2020, an estimated $13K.
  • Jeppson Wealth Management first reported a position in SVB Financial Group in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's SVB Financial Group position peaked at $13K in Q3 2020.
  • 609 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.