OIA
SIVB

Optimum Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Optimum Investment 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
2022
Q2 		– Sell
-80
Closed -$45K – 915
2022
Q1 		$45K Buy
+80
New +$48.6K 0.02% 457
2020
Q4 		– Sell
-50
Closed -$12K – 985
2020
Q3 		$12K Hold
50
– – ﹤0.01% 684
2020
Q2 		$11K Hold
50
– – ﹤0.01% 692
2020
Q1 		$8K Sell
50
-330
-87% -$72.6K ﹤0.01% 716
2019
Q4 		$95K Buy
380
+325
+591% +$73.9K 0.03% 397
2019
Q3 		$11K Hold
55
– – ﹤0.01% 788
2019
Q2 		$12K Hold
55
– – ﹤0.01% 762
2019
Q1 		$12K Buy
+55
New +$12.8K ﹤0.01% 782

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's SIVB Position: Q2 2022 in Review

Optimum Investment Advisors sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 80 shares — an estimated $45K sold.

Optimum Investment Advisors first reported a position in SIVB in Q1 2019 and held it in 8 quarters. The position peaked at $95K in Q4 2019. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Optimum Investment Advisors reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 80 SVB Financial Group shares in Q2 2022, an estimated $45K.
  • Optimum Investment Advisors first reported a position in SVB Financial Group in Q1 2019 and held it in 8 quarters.
  • Optimum Investment Advisors's SVB Financial Group position peaked at $95K in Q4 2019.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.