MSA
SIVB

Marino Stram & Associates’s SVB Financial Group SIVB Stock Holding History

Marino Stram & Associates’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 		– Sell
-596
Closed -$332K – 310
2021
Q2 		$332K Buy
+596
New +$331K 0.09% 189

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Marino Stram & Associates's SIVB Position: Q3 2021 in Review

Marino Stram & Associates sold out of SVB Financial Group (SIVB) in Q3 2021, closing a stake of 596 shares — an estimated $332K sold.

Marino Stram & Associates first reported a position in SIVB in Q2 2021 and held it in 1 quarter. The position peaked at $332K in Q2 2021. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

  • Marino Stram & Associates reported no remaining SVB Financial Group position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 596 SVB Financial Group shares in Q3 2021, an estimated $332K.
  • Marino Stram & Associates first reported a position in SVB Financial Group in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's SVB Financial Group position peaked at $332K in Q2 2021.
  • 776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.