Strategy Asset Managers’s SVB Financial Group SIVB Stock Holding History

Strategy Asset Managers’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 Q4	–	Sell	-760	Closed	-$492K	–	270
2021 Q3	$492K	Sell	760 -24	-3%	-$13.9K	0.11%	157
2021 Q2	$436K	Sell	784 -13	-2%	-$7.21K	0.09%	163
2021 Q1	$393K	Buy	797 +229	+40%	+$113K	0.09%	162
2020 Q4	$220K	Buy	+568	New	+$184K	0.05%	227

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Strategy Asset Managers's SIVB Position: Q4 2021 in Review

Strategy Asset Managers sold out of SVB Financial Group (SIVB) in Q4 2021, closing a stake of 760 shares — an estimated $492K sold.

Strategy Asset Managers first reported a position in SIVB in Q4 2020 and held it in 4 quarters. The position peaked at $492K in Q3 2021. 874 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

Strategy Asset Managers reported no remaining SVB Financial Group position as of Q4 2021 after selling out during the quarter.
Strategy Asset Managers sold 760 SVB Financial Group shares in Q4 2021, an estimated $492K.
Strategy Asset Managers first reported a position in SVB Financial Group in Q4 2020 and held it in 4 quarters.
Strategy Asset Managers's SVB Financial Group position peaked at $492K in Q3 2021.
874 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Strategy Asset Managers's 13F filing for Q4 2021, filed 14 Jan 2022.