TC
SIVB

TwinBeech Capital’s SVB Financial Group SIVB Stock Holding History

TwinBeech Capital’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
2022
Q1 		– Sell
-4,340
Closed -$2.94M – 835
2021
Q4 		$2.94M Buy
+4,340
New +$3.06M 0.17% 172
2021
Q3 		– Sell
-15,846
Closed -$8.82M – 831
2021
Q2 		$8.82M Buy
15,846
+6,373
+67% +$3.54M 1.07% 8
2021
Q1 		$4.68M Buy
+9,473
New +$4.66M 0.68% 36
2020
Q2 		– Sell
-10,785
Closed -$1.63M – 534
2020
Q1 		$1.63M Buy
+10,785
New +$2.37M 0.65% 45

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TwinBeech Capital's SIVB Position: Q1 2022 in Review

TwinBeech Capital sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 4,340 shares — an estimated $2.94M sold.

TwinBeech Capital first reported a position in SIVB in Q1 2020 and held it in 4 quarters. The position peaked at $8.82M in Q2 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • TwinBeech Capital reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • TwinBeech Capital sold 4,340 SVB Financial Group shares in Q1 2022, an estimated $2.94M.
  • TwinBeech Capital first reported a position in SVB Financial Group in Q1 2020 and held it in 4 quarters.
  • TwinBeech Capital's SVB Financial Group position peaked at $8.82M in Q2 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on TwinBeech Capital's 13F filing for Q1 2022, filed 16 May 2022.