KPCM
SIVB

Kings Point Capital Management’s SVB Financial Group SIVB Stock Holding History

Kings Point Capital 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
2022
Q1 		$22K Hold
40
– – ﹤0.01% 466
2021
Q4 		$27K Hold
40
– – ﹤0.01% 483
2021
Q3 		$26K Hold
40
– – ﹤0.01% 452
2021
Q2 		$22K Hold
40
– – ﹤0.01% 454
2021
Q1 		$20K Hold
40
– – ﹤0.01% 458
2020
Q4 		$16K Buy
+40
New +$13K ﹤0.01% 445

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

Kings Point Capital Management's SIVB Position: Q1 2022 in Review

Kings Point Capital Management held its SVB Financial Group (SIVB) position steady in Q1 2022 at 40 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Kings Point Capital Management first reported a position in SIVB in Q4 2020 and has held it in 6 quarters since. The position peaked at $27K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Kings Point Capital Management held 40 shares of SVB Financial Group worth $22K as of Q1 2022.
  • Kings Point Capital Management left its SVB Financial Group share count unchanged in Q1 2022.
  • SVB Financial Group made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #466 holding.
  • Kings Point Capital Management first reported a position in SVB Financial Group in Q4 2020 and has held it in 6 quarters since.
  • Kings Point Capital Management's SVB Financial Group position peaked at $27K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.