RWM
SIVB

Raffa Wealth Management’s SVB Financial Group SIVB Stock Holding History

Raffa Wealth 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
2019
Q3 		– Sell
-4
Closed -$898 – 826
2019
Q2 		$898 Buy
+4
New +$925 ﹤0.01% 699

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raffa Wealth Management's SIVB Position: Q3 2019 in Review

Raffa Wealth Management sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 4 shares — an estimated $898 sold.

Raffa Wealth Management first reported a position in SIVB in Q2 2019 and held it in 1 quarter. The position peaked at $898 in Q2 2019. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • Raffa Wealth Management reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
  • Raffa Wealth Management sold 4 SVB Financial Group shares in Q3 2019, an estimated $898.
  • Raffa Wealth Management first reported a position in SVB Financial Group in Q2 2019 and held it in 1 quarter.
  • Raffa Wealth Management's SVB Financial Group position peaked at $898 in Q2 2019.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on Raffa Wealth Management's 13F filing for Q3 2019, filed 27 Jul 2026.