SFS
SIVB

Sowell Financial Services’s SVB Financial Group SIVB Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3,353
Closed -$1.94M – 3198
2021
Q1 		$1.94M Buy
3,353
+99
+3% +$48.7K 0.07% 252
2020
Q4 		$1.26M Buy
3,254
+221
+7% +$71.6K 0.05% 277
2020
Q3 		$730K Buy
3,033
+1,625
+115% +$382K 0.04% 374
2020
Q2 		$303K Buy
1,408
+1,392
+8,700% +$268K 0.02% 596
2020
Q1 		$2K Sell
16
-41
-72% -$9.02K ﹤0.01% 2160
2019
Q4 		$14K Buy
57
+7
+14% +$1.59K ﹤0.01% 1580
2019
Q3 		$10K Buy
+50
New +$10.5K ﹤0.01% 1549

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 $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's SIVB Position: Q2 2021 in Review

Sowell Financial Services sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 3,353 shares — an estimated $1.94M sold.

Sowell Financial Services first reported a position in SIVB in Q3 2019 and held it in 7 quarters. The position peaked at $1.94M in Q1 2021. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

  • Sowell Financial Services reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,353 SVB Financial Group shares in Q2 2021, an estimated $1.94M.
  • Sowell Financial Services first reported a position in SVB Financial Group in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's SVB Financial Group position peaked at $1.94M in Q1 2021.
  • 732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.