SIS
SIVB

Sound Income Strategies’s SVB Financial Group SIVB Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-37
Closed -$9K – 927
2019
Q4 		$9K Hold
37
– – ﹤0.01% 361
2019
Q3 		$8K Hold
37
– – ﹤0.01% 359
2019
Q2 		$8K Hold
37
– – ﹤0.01% 373
2019
Q1 		$8K Hold
37
– – ﹤0.01% 381
2018
Q4 		$7K Hold
37
– – ﹤0.01% 403
2018
Q3 		$12K Buy
+37
New +$11.7K 0.01% 330

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound Income Strategies's SIVB Position: Q1 2020 in Review

Sound Income Strategies sold out of SVB Financial Group (SIVB) in Q1 2020, closing a stake of 37 shares — an estimated $9K sold.

Sound Income Strategies first reported a position in SIVB in Q3 2018 and held it in 6 quarters. The position peaked at $12K in Q3 2018. 474 funds tracked by Wall St. Rank hold SIVB as of Q1 2020.

  • Sound Income Strategies reported no remaining SVB Financial Group position as of Q1 2020 after selling out during the quarter.
  • Sound Income Strategies sold 37 SVB Financial Group shares in Q1 2020, an estimated $9K.
  • Sound Income Strategies first reported a position in SVB Financial Group in Q3 2018 and held it in 6 quarters.
  • Sound Income Strategies's SVB Financial Group position peaked at $12K in Q3 2018.
  • 474 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2020.

Based on Sound Income Strategies's 13F filing for Q1 2020, filed 7 Apr 2020.