Price Wealth’s SVB Financial Group SIVB Stock Holding History

Price Wealth’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	$7K	Hold	31	–	–	﹤0.01%	321
2020 Q2	$7K	Buy	+31	New	+$5.97K	﹤0.01%	216

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Price Wealth's SIVB Position: Q3 2020 in Review

Price Wealth held its SVB Financial Group (SIVB) position steady in Q3 2020 at 31 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Price Wealth first reported a position in SIVB in Q2 2020 and has held it in 2 quarters since. 527 funds tracked by Wall St. Rank hold SIVB as of Q3 2020.

Price Wealth held 31 shares of SVB Financial Group worth $7K as of Q3 2020.
Price Wealth left its SVB Financial Group share count unchanged in Q3 2020.
SVB Financial Group made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #321 holding.
Price Wealth first reported a position in SVB Financial Group in Q2 2020 and has held it in 2 quarters since.
527 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.