Mutual Advisors’s SVB Financial Group SIVB Stock Holding History

Mutual 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
2021 Q2	–	Sell	-3,662	Closed	-$1.81M	–	869
2021 Q1	$1.81M	Buy	+3,662	New	+$1.8M	0.12%	210

Other funds holding SIVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mutual Advisors's SIVB Position: Q2 2021 in Review

Mutual Advisors sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 3,662 shares — an estimated $1.81M sold.

Mutual Advisors first reported a position in SIVB in Q1 2021 and held it in 1 quarter. The position peaked at $1.81M in Q1 2021. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

Mutual Advisors reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
Mutual Advisors sold 3,662 SVB Financial Group shares in Q2 2021, an estimated $1.81M.
Mutual Advisors first reported a position in SVB Financial Group in Q1 2021 and held it in 1 quarter.
Mutual Advisors's SVB Financial Group position peaked at $1.81M in Q1 2021.
732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on Mutual Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.