KPW
SIVB

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

Kore 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
2020
Q1 		– Sell
-6
Closed -$2K – 1268
2019
Q4 		$2K Buy
+6
New +$1.36K ﹤0.01% 957

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kore Private Wealth's SIVB Position: Q1 2020 in Review

Kore Private Wealth sold out of SVB Financial Group (SIVB) in Q1 2020, closing a stake of 6 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in SIVB in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 474 funds tracked by Wall St. Rank hold SIVB as of Q1 2020.

  • Kore Private Wealth reported no remaining SVB Financial Group position as of Q1 2020 after selling out during the quarter.
  • Kore Private Wealth sold 6 SVB Financial Group shares in Q1 2020, an estimated $2K.
  • Kore Private Wealth first reported a position in SVB Financial Group in Q4 2019 and held it in 1 quarter.
  • Kore Private Wealth's SVB Financial Group position peaked at $2K in Q4 2019.
  • 474 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.