NC
SIVB

NewSquare Capital’s SVB Financial Group SIVB Stock Holding History

NewSquare Capital’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
2022
Q1 		– Sell
-265
Closed -$180K – 485
2021
Q4 		$180K Hold
265
– – 0.02% 161
2021
Q3 		$171K Buy
+265
New +$154K 0.02% 161

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewSquare Capital's SIVB Position: Q1 2022 in Review

NewSquare Capital sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 265 shares — an estimated $180K sold.

NewSquare Capital first reported a position in SIVB in Q3 2021 and held it in 2 quarters. The position peaked at $180K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • NewSquare Capital reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • NewSquare Capital sold 265 SVB Financial Group shares in Q1 2022, an estimated $180K.
  • NewSquare Capital first reported a position in SVB Financial Group in Q3 2021 and held it in 2 quarters.
  • NewSquare Capital's SVB Financial Group position peaked at $180K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on NewSquare Capital's 13F filing for Q1 2022, filed 10 May 2022.