WAM
SIVB

Wealthspire Advisors (Maryland)’s SVB Financial Group SIVB Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-194
Closed -$43K – 2493
2019
Q1 		$43K Buy
194
+1
+0.5% +$233 ﹤0.01% 948
2018
Q4 		$37K Buy
193
+111
+135% +$27.1K ﹤0.01% 982
2018
Q3 		$25K Buy
82
+40
+95% +$12.6K ﹤0.01% 1228
2018
Q2 		$12K Buy
42
+4
+11% +$1.18K ﹤0.01% 1483
2018
Q1 		$9K Sell
38
-95
-71% -$23.8K ﹤0.01% 1633
2017
Q4 		$31K Sell
133
-171
-56% -$36.4K ﹤0.01% 1187
2017
Q3 		$57K Buy
304
+52
+21% +$9.14K 0.01% 926
2017
Q2 		$44K Sell
252
-16
-6% -$2.87K 0.01% 996
2017
Q1 		$50K Hold
268
– – 0.01% 807
2016
Q4 		$46K Sell
268
-64
-19% -$9.18K 0.01% 792
2016
Q3 		$37K Buy
332
+49
+17% +$5.1K 0.01% 871
2016
Q2 		$27K Sell
283
-591
-68% -$60.5K ﹤0.01% 906
2016
Q1 		$89K Buy
874
+684
+360% +$66.2K 0.02% 551
2015
Q4 		$23K Buy
+190
New +$23.6K ﹤0.01% 929

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Wealthspire Advisors (Maryland)'s SIVB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of SVB Financial Group (SIVB) in Q2 2019, closing a stake of 194 shares — an estimated $43K sold.

Wealthspire Advisors (Maryland) first reported a position in SIVB in Q4 2015 and held it in 14 quarters. The position peaked at $89K in Q1 2016. 548 funds tracked by Wall St. Rank hold SIVB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SVB Financial Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 194 SVB Financial Group shares in Q2 2019, an estimated $43K.
  • Wealthspire Advisors (Maryland) first reported a position in SVB Financial Group in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s SVB Financial Group position peaked at $89K in Q1 2016.
  • 548 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.