RWML
SIVB

RAFFA WEALTH MANAGEMENT, LLC’s SVB Financial Group SIVB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2019
Q3 		– Sell
-4
Closed -$898 – 826
2019
Q2 		$898 Buy
+4
New +$925 ﹤0.01% 699

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SIVB Position: Q3 2019 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 4 shares — an estimated $898 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SIVB in Q2 2019 and held it in 1 quarter. The position peaked at $898 in Q2 2019. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 4 SVB Financial Group shares in Q3 2019, an estimated $898.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in SVB Financial Group in Q2 2019 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's SVB Financial Group position peaked at $898 in Q2 2019.
  • 546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2019, filed 27 Jul 2026.