SSWM
SIVB

Sheets Smith Wealth Management’s SVB Financial Group SIVB Stock Holding History

Sheets Smith Wealth Management’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
2018
Q4 		– Sell
-2,462
Closed -$765K – 352
2018
Q3 		$765K Buy
2,462
+438
+22% +$138K 0.16% 162
2018
Q2 		$584K Buy
2,024
+4
+0.2% +$1.18K 0.14% 171
2018
Q1 		$485K Buy
2,020
+8
+0.4% +$2.01K 0.12% 190
2017
Q4 		$470K Buy
2,012
+101
+5% +$21.5K 0.11% 198
2017
Q3 		$358K Sell
1,911
-12
-0.6% -$2.11K 0.09% 222
2017
Q2 		$338K Sell
1,923
-76
-4% -$13.6K 0.09% 213
2017
Q1 		$372K Buy
+1,999
New +$363K 0.1% 206

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return