LFA
SIVB

Legacy Financial Advisors’s SVB Financial Group SIVB Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-91
Closed -$20K – 1058
2019
Q1 		$20K Hold
91
– – 0.01% 461
2018
Q4 		$17K Buy
91
+63
+225% +$15.4K 0.01% 447
2018
Q3 		$8K Buy
28
+2
+8% +$631 ﹤0.01% 602
2018
Q2 		$8K Hold
26
– – ﹤0.01% 613
2018
Q1 		$6K Buy
+26
New +$6.53K ﹤0.01% 617

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Legacy Financial Advisors's SIVB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of SVB Financial Group (SIVB) in Q2 2019, closing a stake of 91 shares — an estimated $20K sold.

Legacy Financial Advisors first reported a position in SIVB in Q1 2018 and held it in 5 quarters. The position peaked at $20K in Q1 2019. 547 funds tracked by Wall St. Rank hold SIVB as of Q2 2019.

  • Legacy Financial Advisors reported no remaining SVB Financial Group position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 91 SVB Financial Group shares in Q2 2019, an estimated $20K.
  • Legacy Financial Advisors first reported a position in SVB Financial Group in Q1 2018 and held it in 5 quarters.
  • Legacy Financial Advisors's SVB Financial Group position peaked at $20K in Q1 2019.
  • 547 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.