RMDI
SIVB

R.M. Davis Inc’s SVB Financial Group SIVB Stock Holding History

R.M. Davis Inc’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
-432
Closed -$242K – 284
2022
Q1 		$242K Hold
432
– – 0.01% 255
2021
Q4 		$293K Hold
432
– – 0.01% 234
2021
Q3 		$279K Buy
+432
New +$251K 0.01% 227

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

R.M. Davis Inc's SIVB Position: Q2 2022 in Review

R.M. Davis Inc sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 432 shares — an estimated $242K sold.

R.M. Davis Inc first reported a position in SIVB in Q3 2021 and held it in 3 quarters. The position peaked at $293K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • R.M. Davis Inc reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • R.M. Davis Inc sold 432 SVB Financial Group shares in Q2 2022, an estimated $242K.
  • R.M. Davis Inc first reported a position in SVB Financial Group in Q3 2021 and held it in 3 quarters.
  • R.M. Davis Inc's SVB Financial Group position peaked at $293K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on R.M. Davis Inc's 13F filing for Q2 2022, filed 8 Aug 2022.