RCA
SIVB

Rowland Carmichael Advisors’s SVB Financial Group SIVB Stock Holding History

Rowland Carmichael 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 		$882K Hold
2,275
– – 0.28% 86
2020
Q3 		$547K Hold
2,275
– – 0.21% 118
2020
Q2 		$490K Sell
2,275
-1,277
-36% -$246K 0.21% 127
2020
Q1 		$537K Buy
3,552
+769
+28% +$169K 0.27% 106
2019
Q4 		$699K Buy
+2,783
New +$633K 0.24% 120

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

Rowland Carmichael Advisors's SIVB Position: Q4 2020 in Review

Rowland Carmichael Advisors held its SVB Financial Group (SIVB) position steady in Q4 2020 at 2,275 shares worth $882K. The position accounts for 0.28% of the portfolio, ranked #86.

Rowland Carmichael Advisors first reported a position in SIVB in Q4 2019 and has held it in 5 quarters since. 609 funds tracked by Wall St. Rank hold SIVB as of Q4 2020.

  • Rowland Carmichael Advisors held 2,275 shares of SVB Financial Group worth $882K as of Q4 2020.
  • Rowland Carmichael Advisors left its SVB Financial Group share count unchanged in Q4 2020.
  • SVB Financial Group made up 0.28% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #86 holding.
  • Rowland Carmichael Advisors first reported a position in SVB Financial Group in Q4 2019 and has held it in 5 quarters since.
  • 609 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.