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 – 3206
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

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return