VIA
SIVB

Vident Investment Advisory’s SVB Financial Group SIVB Stock Holding History

Vident Investment Advisory’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
-1,021
Closed -$693K – 1370
2021
Q4 		$693K Sell
1,021
-60
-6% -$42.3K 0.02% 839
2021
Q3 		$700K Buy
+1,081
New +$627K 0.02% 782
2018
Q4 		– Sell
-874
Closed -$272K – 989
2018
Q3 		$272K Sell
874
-251
-22% -$79.2K 0.01% 850
2018
Q2 		$325K Buy
+1,125
New +$331K 0.01% 790

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

Vident Investment Advisory's SIVB Position: Q1 2022 in Review

Vident Investment Advisory sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 1,021 shares — an estimated $693K sold.

Vident Investment Advisory first reported a position in SIVB in Q2 2018 and held it in 4 quarters. The position peaked at $700K in Q3 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Vident Investment Advisory reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Vident Investment Advisory sold 1,021 SVB Financial Group shares in Q1 2022, an estimated $693K.
  • Vident Investment Advisory first reported a position in SVB Financial Group in Q2 2018 and held it in 4 quarters.
  • Vident Investment Advisory's SVB Financial Group position peaked at $700K in Q3 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Vident Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.