W
SIVB

Wealthfront’s SVB Financial Group SIVB Stock Holding History

Wealthfront’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
2018
Q3 		$1.23M Buy
3,950
+218
+6% +$68.8K 0.01% 215
2018
Q2 		$1.08M Buy
3,732
+2,697
+261% +$792K 0.01% 232
2018
Q1 		$248K Buy
1,035
+84
+9% +$21.1K ﹤0.01% 467
2017
Q4 		$222K Buy
+951
New +$203K ﹤0.01% 479
2015
Q4 		– Sell
-218
Closed -$25K – 1372
2015
Q3 		$25K Buy
218
+138
+173% +$18.5K ﹤0.01% 682
2015
Q2 		$12K Buy
80
+62
+344% +$8.38K ﹤0.01% 796
2015
Q1 		$2K Buy
18
+17
+1,700% +$2.03K ﹤0.01% 1069
2014
Q4 		$0 Buy
+1
New +$109 ﹤0.01% 1200

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wealthfront's SIVB Position: Q3 2018 in Review

Wealthfront increased its SVB Financial Group (SIVB) stake by 5.8% in Q3 2018, buying an estimated $68.8K and bringing the position to 3,950 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #215.

Wealthfront first reported a position in SIVB in Q4 2014 and has held it in 8 quarters since. 614 funds tracked by Wall St. Rank hold SIVB as of Q3 2018.

  • Wealthfront held 3,950 shares of SVB Financial Group worth $1.23M as of Q3 2018.
  • Wealthfront bought 218 SVB Financial Group shares in Q3 2018, an estimated $68.8K.
  • SVB Financial Group made up 0.01% of Wealthfront's portfolio in Q3 2018, its #215 holding.
  • Wealthfront first reported a position in SVB Financial Group in Q4 2014 and has held it in 8 quarters since.
  • 614 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.