Wealthcare Advisory Partners’s SVB Financial Group SIVB Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-37	Closed	-$18K	–	2123
2021 Q1	$18K	Buy	+37	New	+$18.2K	﹤0.01%	1252
2020 Q2	–	Sell	-25	Closed	-$4K	–	1539
2020 Q1	$4K	Sell	25 -10	-29%	-$2.2K	﹤0.01%	1200
2019 Q4	$9K	Sell	35 -30	-46%	-$6.82K	﹤0.01%	991
2019 Q3	$14K	Hold	65	–	–	﹤0.01%	860
2019 Q2	$15K	Hold	65	–	–	﹤0.01%	809
2019 Q1	$14K	Hold	65	–	–	﹤0.01%	748
2018 Q4	$12K	Sell	65 -25	-28%	-$6.11K	﹤0.01%	759
2018 Q3	$28K	Hold	90	–	–	0.01%	596
2018 Q2	$26K	Buy	+90	New	+$26.4K	0.01%	614

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthcare Advisory Partners's SIVB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 37 shares — an estimated $18K sold.

Wealthcare Advisory Partners first reported a position in SIVB in Q2 2018 and held it in 9 quarters. The position peaked at $28K in Q3 2018. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

Wealthcare Advisory Partners reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 37 SVB Financial Group shares in Q2 2021, an estimated $18K.
Wealthcare Advisory Partners first reported a position in SVB Financial Group in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's SVB Financial Group position peaked at $28K in Q3 2018.
732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.