SMFS
SIVB

Squar Milner Financial Services’s SVB Financial Group SIVB Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-8
Closed -$1K – 806
2020
Q1 		$1K Hold
8
– – ﹤0.01% 750
2019
Q4 		$2K Buy
+8
New +$1.82K ﹤0.01% 775
2019
Q3 		– Sell
-12
Closed -$3K – 819
2019
Q2 		$3K Hold
12
– – ﹤0.01% 709
2019
Q1 		$2K Hold
12
– – ﹤0.01% 793
2018
Q4 		$2K Sell
12
-5
-29% -$1.22K ﹤0.01% 712
2018
Q3 		$5K Sell
17
-101
-86% -$31.9K ﹤0.01% 634
2018
Q2 		$34K Buy
+118
New +$34.7K 0.03% 404

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 $23.8B AUM 34.25% 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

Squar Milner Financial Services's SIVB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of SVB Financial Group (SIVB) in Q2 2020, closing a stake of 8 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in SIVB in Q2 2018 and held it in 7 quarters. The position peaked at $34K in Q2 2018. 512 funds tracked by Wall St. Rank hold SIVB as of Q2 2020.

  • Squar Milner Financial Services reported no remaining SVB Financial Group position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 8 SVB Financial Group shares in Q2 2020, an estimated $1K.
  • Squar Milner Financial Services first reported a position in SVB Financial Group in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's SVB Financial Group position peaked at $34K in Q2 2018.
  • 512 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.