Summit Wealth & Retirement Planning’s SVB Financial Group SIVB Stock Holding History

Summit Wealth & Retirement Planning’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 Q1	–	Sell	-2,937	Closed	-$1.14M	–	128
2020 Q4	$1.14M	Sell	2,937 -78	-3%	-$25.3K	0.43%	43
2020 Q3	$725K	Sell	3,015 -125	-4%	-$29.4K	0.31%	58
2020 Q2	$677K	Sell	3,140 -175	-5%	-$33.7K	0.32%	58
2020 Q1	$501K	Buy	3,315 +500	+18%	+$110K	0.27%	70
2019 Q4	$707K	Sell	2,815 -140	-5%	-$31.8K	0.31%	65
2019 Q3	$617K	Sell	2,955 -65	-2%	-$13.6K	0.37%	62
2019 Q2	$678K	Sell	3,020 -230	-7%	-$53.2K	0.4%	59
2019 Q1	$723K	Buy	+3,250	New	+$757K	0.43%	59

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Summit Wealth & Retirement Planning's SIVB Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of SVB Financial Group (SIVB) in Q1 2021, closing a stake of 2,937 shares — an estimated $1.14M sold.

Summit Wealth & Retirement Planning first reported a position in SIVB in Q1 2019 and held it in 8 quarters. The position peaked at $1.14M in Q4 2020. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

Summit Wealth & Retirement Planning reported no remaining SVB Financial Group position as of Q1 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 2,937 SVB Financial Group shares in Q1 2021, an estimated $1.14M.
Summit Wealth & Retirement Planning first reported a position in SVB Financial Group in Q1 2019 and held it in 8 quarters.
Summit Wealth & Retirement Planning's SVB Financial Group position peaked at $1.14M in Q4 2020.
714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.