SWG
SIVB

Summit Wealth Group’s SVB Financial Group SIVB Stock Holding History

Summit Wealth Group’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
Q3 		– Sell
-1
Closed -$1K – 235
2021
Q2 		$1K Hold
1
– – ﹤0.01% 196
2021
Q1 		$0 Buy
+1
New +$492 ﹤0.01% 225

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Summit Wealth Group's SIVB Position: Q3 2021 in Review

Summit Wealth Group sold out of SVB Financial Group (SIVB) in Q3 2021, closing a stake of 1 share — an estimated $1K sold.

Summit Wealth Group first reported a position in SIVB in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

  • Summit Wealth Group reported no remaining SVB Financial Group position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 1 SVB Financial Group share in Q3 2021, an estimated $1K.
  • Summit Wealth Group first reported a position in SVB Financial Group in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's SVB Financial Group position peaked at $1K in Q2 2021.
  • 776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.