QCM
SIVB

Quest Capital Management’s SVB Financial Group SIVB Stock Holding History

Quest Capital 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
Q3 		– Sell
-420
Closed -$234K – 314
2021
Q2 		$234K Sell
420
-29
-6% -$16.1K 0.05% 258
2021
Q1 		$222K Sell
449
-349
-44% -$172K 0.05% 245
2020
Q4 		$309K Buy
+798
New +$259K 0.07% 170

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Quest Capital Management's SIVB Position: Q3 2021 in Review

Quest Capital Management sold out of SVB Financial Group (SIVB) in Q3 2021, closing a stake of 420 shares — an estimated $234K sold.

Quest Capital Management first reported a position in SIVB in Q4 2020 and held it in 3 quarters. The position peaked at $309K in Q4 2020. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

  • Quest Capital Management reported no remaining SVB Financial Group position as of Q3 2021 after selling out during the quarter.
  • Quest Capital Management sold 420 SVB Financial Group shares in Q3 2021, an estimated $234K.
  • Quest Capital Management first reported a position in SVB Financial Group in Q4 2020 and held it in 3 quarters.
  • Quest Capital Management's SVB Financial Group position peaked at $309K in Q4 2020.
  • 776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on Quest Capital Management's 13F filing for Q3 2021, filed 1 Nov 2021.