TPWA
SIVB

TRUE Private Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

TRUE Private Wealth Advisors’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
-18
Closed -$6K – 770
2020
Q4 		$6K Hold
18
– – ﹤0.01% 597
2020
Q3 		$4K Hold
18
– – ﹤0.01% 593
2020
Q2 		$3K Buy
+18
New +$3.47K ﹤0.01% 612
2019
Q3 		– Sell
-12
Closed -$2K – 817
2019
Q2 		$2K Buy
+12
New +$2.77K ﹤0.01% 744
2018
Q4 		– Sell
-95
Closed -$29.5K – 1070
2018
Q3 		$29.5K Buy
+95
New +$30K ﹤0.01% 544

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRUE Private Wealth Advisors's SIVB Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2021, closing a stake of 18 shares — an estimated $6K sold.

TRUE Private Wealth Advisors first reported a position in SIVB in Q3 2018 and held it in 5 quarters. The position peaked at $29.5K in Q3 2018. 714 funds tracked by Wall St. Rank hold SIVB as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 18 SVB Financial Group shares in Q1 2021, an estimated $6K.
  • TRUE Private Wealth Advisors first reported a position in SVB Financial Group in Q3 2018 and held it in 5 quarters.
  • TRUE Private Wealth Advisors's SVB Financial Group position peaked at $29.5K in Q3 2018.
  • 714 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.