PWM
SIVB

Palumbo Wealth Management’s SVB Financial Group SIVB Stock Holding History

Palumbo Wealth 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
Q2 		– Sell
-2,075
Closed -$1.02M – 107
2021
Q1 		$1.02M Buy
2,075
+95
+5% +$46.7K 0.77% 25
2020
Q4 		$768K Buy
+1,980
New +$642K 0.62% 33

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Palumbo Wealth Management's SIVB Position: Q2 2021 in Review

Palumbo Wealth Management sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 2,075 shares — an estimated $1.02M sold.

Palumbo Wealth Management first reported a position in SIVB in Q4 2020 and held it in 2 quarters. The position peaked at $1.02M in Q1 2021. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

  • Palumbo Wealth Management reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
  • Palumbo Wealth Management sold 2,075 SVB Financial Group shares in Q2 2021, an estimated $1.02M.
  • Palumbo Wealth Management first reported a position in SVB Financial Group in Q4 2020 and held it in 2 quarters.
  • Palumbo Wealth Management's SVB Financial Group position peaked at $1.02M in Q1 2021.
  • 732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on Palumbo Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.