RIA
SIVB

Realta Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Realta Investment 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
2022
Q2 		– Sell
-386
Closed -$216K – 453
2022
Q1 		$216K Sell
386
-4
-1% -$2.43K 0.04% 377
2021
Q4 		$265K Buy
390
+69
+21% +$48.6K 0.06% 339
2021
Q3 		$208K Buy
+321
New +$186K 0.05% 381
2020
Q1 		– Sell
-300
Closed -$70K – 1627
2019
Q4 		$70K Hold
300
– – 0.02% 587
2019
Q3 		$63K Hold
300
– – 0.02% 614
2019
Q2 		$67K Hold
300
– – 0.02% 611
2019
Q1 		$67K Buy
+300
New +$69.9K 0.03% 483

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

Realta Investment Advisors's SIVB Position: Q2 2022 in Review

Realta Investment Advisors sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 386 shares — an estimated $216K sold.

Realta Investment Advisors first reported a position in SIVB in Q1 2019 and held it in 7 quarters. The position peaked at $265K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Realta Investment Advisors reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 386 SVB Financial Group shares in Q2 2022, an estimated $216K.
  • Realta Investment Advisors first reported a position in SVB Financial Group in Q1 2019 and held it in 7 quarters.
  • Realta Investment Advisors's SVB Financial Group position peaked at $265K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Realta Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.