RA
SIVB

Rational Advisors’s SVB Financial Group SIVB Stock Holding History

Rational Advisors’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
Q4 		– Sell
-18
Closed -$4K – 646
2020
Q3 		$4K Buy
+18
New +$4.24K ﹤0.01% 419
2017
Q1 		– Sell
-500
Closed -$86K – 319
2016
Q4 		$86K Sell
500
-700
-58% -$100K 0.08% 172
2016
Q3 		$133K Buy
+1,200
New +$125K 0.09% 195

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Rational Advisors's SIVB Position: Q4 2020 in Review

Rational Advisors sold out of SVB Financial Group (SIVB) in Q4 2020, closing a stake of 18 shares — an estimated $4K sold.

Rational Advisors first reported a position in SIVB in Q3 2016 and held it in 3 quarters. The position peaked at $133K in Q3 2016. 609 funds tracked by Wall St. Rank hold SIVB as of Q4 2020.

  • Rational Advisors reported no remaining SVB Financial Group position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 18 SVB Financial Group shares in Q4 2020, an estimated $4K.
  • Rational Advisors first reported a position in SVB Financial Group in Q3 2016 and held it in 3 quarters.
  • Rational Advisors's SVB Financial Group position peaked at $133K in Q3 2016.
  • 609 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.