Level Four Financial’s SVB Financial Group SIVB Stock Holding History

Level Four Financial’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 Q3	$335K	Sell	518 -14	-3%	-$8.12K	0.15%	185
2021 Q2	$296K	Buy	+532	New	+$295K	0.12%	221

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Level Four Financial's SIVB Position: Q3 2021 in Review

Level Four Financial reduced its SVB Financial Group (SIVB) stake by 2.6% in Q3 2021, selling an estimated $8.12K and leaving 518 shares worth $335K. The position accounts for 0.15% of the portfolio, ranked #185.

Level Four Financial first reported a position in SIVB in Q2 2021 and has held it in 2 quarters since. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

Level Four Financial held 518 shares of SVB Financial Group worth $335K as of Q3 2021.
Level Four Financial sold 14 SVB Financial Group shares in Q3 2021, an estimated $8.12K.
SVB Financial Group made up 0.15% of Level Four Financial's portfolio in Q3 2021, its #185 holding.
Level Four Financial first reported a position in SVB Financial Group in Q2 2021 and has held it in 2 quarters since.
776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.