PCA
SIVB

Personal Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Personal Capital 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
-454
Closed -$254K – 503
2022
Q1 		$254K Sell
454
-31
-6% -$18.8K ﹤0.01% 424
2021
Q4 		$328K Buy
485
+4
+0.8% +$2.82K ﹤0.01% 417
2021
Q3 		$311K Buy
481
+26
+6% +$15.1K ﹤0.01% 395
2021
Q2 		$253K Sell
455
-28
-6% -$15.5K ﹤0.01% 428
2021
Q1 		$238K Sell
483
-140
-22% -$68.8K ﹤0.01% 434
2020
Q4 		$242K Buy
+623
New +$202K ﹤0.01% 420

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

Personal Capital Advisors's SIVB Position: Q2 2022 in Review

Personal Capital Advisors sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 454 shares — an estimated $254K sold.

Personal Capital Advisors first reported a position in SIVB in Q4 2020 and held it in 6 quarters. The position peaked at $328K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Personal Capital Advisors reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 454 SVB Financial Group shares in Q2 2022, an estimated $254K.
  • Personal Capital Advisors first reported a position in SVB Financial Group in Q4 2020 and held it in 6 quarters.
  • Personal Capital Advisors's SVB Financial Group position peaked at $328K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.