OAM
SIVB

Optimal Asset Management’s SVB Financial Group SIVB Stock Holding History

Optimal Asset Management’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 		$396K Buy
612
+2
+0.3% +$1.16K 0.05% 321
2021
Q2 		$339K Hold
610
– – 0.04% 339
2021
Q1 		$301K Buy
+610
New +$300K 0.04% 336
2020
Q3 		– Sell
-1,210
Closed -$261K – 432
2020
Q2 		$261K Buy
+1,210
New +$233K 0.04% 394
2020
Q1 		– Sell
-1,261
Closed -$317K – 416
2019
Q4 		$317K Buy
+1,261
New +$287K 0.05% 363

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 $20.5B AUM 26.83% 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

Optimal Asset Management's SIVB Position: Q3 2021 in Review

Optimal Asset Management increased its SVB Financial Group (SIVB) stake by 0.33% in Q3 2021, buying an estimated $1.16K and bringing the position to 612 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #321.

Optimal Asset Management first reported a position in SIVB in Q4 2019 and has held it in 5 quarters since. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

  • Optimal Asset Management held 612 shares of SVB Financial Group worth $396K as of Q3 2021.
  • Optimal Asset Management bought 2 SVB Financial Group shares in Q3 2021, an estimated $1.16K.
  • SVB Financial Group made up 0.05% of Optimal Asset Management's portfolio in Q3 2021, its #321 holding.
  • Optimal Asset Management first reported a position in SVB Financial Group in Q4 2019 and has held it in 5 quarters since.
  • 776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.