Scotia Capital’s SVB Financial Group SIVB Stock Holding History

Scotia Capital’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	-486	Closed	-$272K	–	921
2022 Q1	$272K	Sell	486 -3,291	-87%	-$2M	﹤0.01%	757
2021 Q4	$2.56M	Buy	3,777 +2,334	+162%	+$1.64M	0.02%	366
2021 Q3	$933K	Sell	1,443 -19	-1%	-$11K	0.01%	525
2021 Q2	$813K	Sell	1,462 -2,363	-62%	-$1.31M	0.01%	552
2021 Q1	$1.89M	Buy	3,825 +2,404	+169%	+$1.18M	0.02%	368
2020 Q4	$551K	Buy	+1,421	New	+$460K	0.01%	555

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scotia Capital's SIVB Position: Q2 2022 in Review

Scotia Capital sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 486 shares — an estimated $272K sold.

Scotia Capital first reported a position in SIVB in Q4 2020 and held it in 6 quarters. The position peaked at $2.56M in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Scotia Capital reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Scotia Capital sold 486 SVB Financial Group shares in Q2 2022, an estimated $272K.
Scotia Capital first reported a position in SVB Financial Group in Q4 2020 and held it in 6 quarters.
Scotia Capital's SVB Financial Group position peaked at $2.56M in Q4 2021.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Scotia Capital's 13F filing for Q2 2022, filed 5 Aug 2022.