OPS
SIVB

Orion Portfolio Solutions’s SVB Financial Group SIVB Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-234
Closed -$50K – 2412
2020
Q2 		$50K Sell
234
-4
-2% -$770 ﹤0.01% 703
2020
Q1 		$36K Buy
238
+160
+205% +$35.2K ﹤0.01% 673
2019
Q4 		$20K Buy
+78
New +$17.7K ﹤0.01% 780

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
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 $23.8B AUM 34.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Orion Portfolio Solutions's SIVB Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of SVB Financial Group (SIVB) in Q3 2020, closing a stake of 234 shares — an estimated $50K sold.

Orion Portfolio Solutions first reported a position in SIVB in Q4 2019 and held it in 3 quarters. The position peaked at $50K in Q2 2020. 527 funds tracked by Wall St. Rank hold SIVB as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining SVB Financial Group position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 234 SVB Financial Group shares in Q3 2020, an estimated $50K.
  • Orion Portfolio Solutions first reported a position in SVB Financial Group in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's SVB Financial Group position peaked at $50K in Q2 2020.
  • 527 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.