RPWA
SIVB

Regent Peak Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-168
Closed -$65K – 1158
2020
Q4 		$65K Buy
+168
New +$54.4K 0.02% 272

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's SIVB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2021, closing a stake of 168 shares — an estimated $65K sold.

Regent Peak Wealth Advisors first reported a position in SIVB in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 168 SVB Financial Group shares in Q1 2021, an estimated $65K.
  • Regent Peak Wealth Advisors first reported a position in SVB Financial Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's SVB Financial Group position peaked at $65K in Q4 2020.
  • 714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.