PFWA
SIVB

Paces Ferry Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-14
Closed -$3K – 1308
2020
Q3 		$3K Buy
+14
New +$3.29K ﹤0.01% 631

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Paces Ferry Wealth Advisors's SIVB Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of SVB Financial Group (SIVB) in Q4 2020, closing a stake of 14 shares — an estimated $3K sold.

Paces Ferry Wealth Advisors first reported a position in SIVB in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 609 funds tracked by Wall St. Rank hold SIVB as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining SVB Financial Group position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 14 SVB Financial Group shares in Q4 2020, an estimated $3K.
  • Paces Ferry Wealth Advisors first reported a position in SVB Financial Group in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's SVB Financial Group position peaked at $3K in Q3 2020.
  • 609 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.