RBFC
SIVB

Roman Butler Fullerton & Co’s SVB Financial Group SIVB Stock Holding History

Roman Butler Fullerton & Co’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
Q4 		– Sell
-833
Closed -$580K – 192
2021
Q3 		$580K Buy
+833
New +$483K 0.27% 100

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Roman Butler Fullerton & Co's SIVB Position: Q4 2021 in Review

Roman Butler Fullerton & Co sold out of SVB Financial Group (SIVB) in Q4 2021, closing a stake of 833 shares — an estimated $580K sold.

Roman Butler Fullerton & Co first reported a position in SIVB in Q3 2021 and held it in 1 quarter. The position peaked at $580K in Q3 2021. 874 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

  • Roman Butler Fullerton & Co reported no remaining SVB Financial Group position as of Q4 2021 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 833 SVB Financial Group shares in Q4 2021, an estimated $580K.
  • Roman Butler Fullerton & Co first reported a position in SVB Financial Group in Q3 2021 and held it in 1 quarter.
  • Roman Butler Fullerton & Co's SVB Financial Group position peaked at $580K in Q3 2021.
  • 874 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2021, filed 24 Jan 2022.