WCM
SIVB

Wealthcare Capital Management’s SVB Financial Group SIVB Stock Holding History

Wealthcare Capital Management’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
-19
Closed -$9K – 771
2021
Q1 		$9K Buy
+19
New +$9.34K ﹤0.01% 298
2020
Q1 		– Sell
-7
Closed -$2K – 704
2019
Q4 		$2K Buy
+7
New +$1.59K ﹤0.01% 616
2015
Q2 		– Sell
-22
Closed -$3K – 1064
2015
Q1 		$3K Buy
+22
New +$2.63K ﹤0.01% 793

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
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
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

Wealthcare Capital Management's SIVB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 19 shares — an estimated $9K sold.

Wealthcare Capital Management first reported a position in SIVB in Q1 2015 and held it in 3 quarters. The position peaked at $9K in Q1 2021. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

  • Wealthcare Capital Management reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 19 SVB Financial Group shares in Q2 2021, an estimated $9K.
  • Wealthcare Capital Management first reported a position in SVB Financial Group in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's SVB Financial Group position peaked at $9K in Q1 2021.
  • 732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

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