RTS
SIVB

Round Table Services’s SVB Financial Group SIVB Stock Holding History

Round Table Services’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
-500
Closed -$280K – 180
2022
Q1 		$280K Hold
500
– – 0.05% 132
2021
Q4 		$339K Hold
500
– – 0.06% 103
2021
Q3 		$323K Hold
500
– – 0.07% 92
2021
Q2 		$278K Hold
500
– – 0.06% 97
2021
Q1 		$247K Buy
+500
New +$246K 0.06% 99

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

Round Table Services's SIVB Position: Q2 2022 in Review

Round Table Services sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 500 shares — an estimated $280K sold.

Round Table Services first reported a position in SIVB in Q1 2021 and held it in 5 quarters. The position peaked at $339K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Round Table Services reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Round Table Services sold 500 SVB Financial Group shares in Q2 2022, an estimated $280K.
  • Round Table Services first reported a position in SVB Financial Group in Q1 2021 and held it in 5 quarters.
  • Round Table Services's SVB Financial Group position peaked at $339K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Round Table Services's 13F filing for Q2 2022, filed 21 Jul 2022.