LSAG
SIVB

Lake Street Advisors Group’s SVB Financial Group SIVB Stock Holding History

Lake Street Advisors Group’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
2021
Q1 		– Sell
-550
Closed -$213K – 343
2020
Q4 		$213K Buy
+550
New +$178K 0.02% 288

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Street Advisors Group's SIVB Position: Q1 2021 in Review

Lake Street Advisors Group sold out of SVB Financial Group (SIVB) in Q1 2021, closing a stake of 550 shares — an estimated $213K sold.

Lake Street Advisors Group first reported a position in SIVB in Q4 2020 and held it in 1 quarter. The position peaked at $213K in Q4 2020. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

  • Lake Street Advisors Group reported no remaining SVB Financial Group position as of Q1 2021 after selling out during the quarter.
  • Lake Street Advisors Group sold 550 SVB Financial Group shares in Q1 2021, an estimated $213K.
  • Lake Street Advisors Group first reported a position in SVB Financial Group in Q4 2020 and held it in 1 quarter.
  • Lake Street Advisors Group's SVB Financial Group position peaked at $213K in Q4 2020.
  • 714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

Based on Lake Street Advisors Group's 13F filing for Q1 2021, filed 14 May 2021.