OWA
SIVB

One Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

One Wealth 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
-85
Closed -$19K – 569
2019
Q1 		$19K Buy
+85
New +$19.8K 0.02% 273
2018
Q4 		– Sell
-474
Closed -$147K – 573
2018
Q3 		$147K Sell
474
-4
-0.8% -$1.26K 0.11% 156
2018
Q2 		$138K Hold
478
– – 0.11% 160
2018
Q1 		$115K Sell
478
-40
-8% -$10K 0.1% 161
2017
Q4 		$121K Buy
+518
New +$110K 0.1% 172

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

One Wealth Advisors's SIVB Position: Q2 2019 in Review

One Wealth Advisors sold out of SVB Financial Group (SIVB) in Q2 2019, closing a stake of 85 shares — an estimated $19K sold.

One Wealth Advisors first reported a position in SIVB in Q4 2017 and held it in 5 quarters. The position peaked at $147K in Q3 2018. 548 funds tracked by Wall St. Rank hold SIVB as of Q2 2019.

  • One Wealth Advisors reported no remaining SVB Financial Group position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 85 SVB Financial Group shares in Q2 2019, an estimated $19K.
  • One Wealth Advisors first reported a position in SVB Financial Group in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's SVB Financial Group position peaked at $147K in Q3 2018.
  • 548 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.