SQA
SIVB

Simon Quick Advisors’s SVB Financial Group SIVB Stock Holding History

Simon Quick 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
Q2 		– Sell
-33
Closed -$5K – 517
2020
Q1 		$5K Hold
33
– – ﹤0.01% 351
2019
Q4 		$8K Hold
33
– – ﹤0.01% 433
2019
Q3 		$7K Hold
33
– – ﹤0.01% 281
2019
Q2 		$7.41K Hold
33
– – ﹤0.01% 243
2019
Q1 		$7K Hold
33
– – ﹤0.01% 354
2018
Q4 		$6K Hold
33
– – ﹤0.01% 288
2018
Q3 		$10K Sell
33
-14
-30% -$4.42K ﹤0.01% 244
2018
Q2 		$13K Sell
47
-2
-4% -$588 0.01% 256
2018
Q1 		$12K Hold
49
– – 0.01% 234
2017
Q4 		$12K Buy
+49
New +$10.4K 0.01% 331

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
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 $20.5B AUM 26.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Simon Quick Advisors's SIVB Position: Q2 2020 in Review

Simon Quick Advisors sold out of SVB Financial Group (SIVB) in Q2 2020, closing a stake of 33 shares — an estimated $5K sold.

Simon Quick Advisors first reported a position in SIVB in Q4 2017 and held it in 10 quarters. The position peaked at $13K in Q2 2018. 512 funds tracked by Wall St. Rank hold SIVB as of Q2 2020.

  • Simon Quick Advisors reported no remaining SVB Financial Group position as of Q2 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 33 SVB Financial Group shares in Q2 2020, an estimated $5K.
  • Simon Quick Advisors first reported a position in SVB Financial Group in Q4 2017 and held it in 10 quarters.
  • Simon Quick Advisors's SVB Financial Group position peaked at $13K in Q2 2018.
  • 512 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2020.

Based on Simon Quick Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.