Quantinno Capital Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,816
| Closed | -$648K | – | 909 |
|
|
2022
Q4 | $648K | Buy |
+2,816
| New | +$648K | 0.05% | 461 |
|
|
2021
Q4 | – | Sell |
-1,086
| Closed | -$703K | – | 560 |
|
|
2021
Q3 | $703K | Sell |
1,086
-118
| -10% | -$76.4K | 0.78% | 3 |
|
|
2021
Q2 | $670K | Sell |
1,204
-109
| -8% | -$60.7K | 0.76% | 11 |
|
|
2021
Q1 | $648K | Sell |
1,313
-399
| -23% | -$197K | 0.71% | 15 |
|
|
2020
Q4 | $664K | Sell |
1,712
-215
| -11% | -$83.4K | 0.51% | 10 |
|
|
2020
Q3 | $464K | Hold |
1,927
| – | – | 0.31% | 135 |
|
|
2020
Q2 | $415K | Sell |
1,927
-936
| -33% | -$202K | 0.41% | 74 |
|
|
2020
Q1 | $433K | Buy |
+2,863
| New | +$433K | 0.27% | 179 |
|
|
2019
Q4 | – | Sell |
-1,490
| Closed | -$311K | – | 532 |
|
|
2019
Q3 | $311K | Buy |
+1,490
| New | +$311K | 0.21% | 248 |
|