WT
SIVB

Washington Trust’s SVB Financial Group SIVB Stock Holding History

Washington Trust’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
-6
Closed -$4K – 1006
2021
Q4 		$4K Sell
6
-3
-33% -$2.11K ﹤0.01% 779
2021
Q3 		$6K Hold
9
– – ﹤0.01% 851
2021
Q2 		$5K Sell
9
-3
-25% -$1.66K ﹤0.01% 875
2021
Q1 		$6K Sell
12
-3
-20% -$1.48K ﹤0.01% 818
2020
Q4 		$6K Sell
15
-25
-63% -$8.1K ﹤0.01% 793
2020
Q3 		$10K Sell
40
-32
-44% -$7.53K ﹤0.01% 736
2020
Q2 		$15K Sell
72
-126
-64% -$24.3K ﹤0.01% 602
2020
Q1 		$30K Sell
198
-20,010
-99% -$4.4M ﹤0.01% 477
2019
Q4 		$5.07M Buy
20,208
+328
+2% +$74.6K 0.2% 111
2019
Q3 		$4.4M Sell
19,880
-872
-4% -$183K 0.24% 93
2019
Q2 		$4.66M Buy
20,752
+134
+0.6% +$31K 0.26% 90
2019
Q1 		$5.17M Buy
20,618
+1,653
+9% +$385K 0.29% 89
2018
Q4 		$3.6M Sell
18,965
-15,159
-44% -$3.71M 0.23% 99
2018
Q3 		$10.6M Buy
34,124
+12,077
+55% +$3.81M 0.57% 61
2018
Q2 		$6.37M Buy
+22,047
New +$6.48M 0.34% 88

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 $20.5B AUM 26.83% 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

Washington Trust's SIVB Position: Q1 2022 in Review

Washington Trust sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 6 shares — an estimated $4K sold.

Washington Trust first reported a position in SIVB in Q2 2018 and held it in 15 quarters. The position peaked at $10.6M in Q3 2018. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Washington Trust reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Washington Trust sold 6 SVB Financial Group shares in Q1 2022, an estimated $4K.
  • Washington Trust first reported a position in SVB Financial Group in Q2 2018 and held it in 15 quarters.
  • Washington Trust's SVB Financial Group position peaked at $10.6M in Q3 2018.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Washington Trust's 13F filing for Q1 2022, filed 5 May 2022.