WANY
SIVB

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

Wealthspire Advisors (New York)’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
-993
Closed -$490K – 716
2021
Q1 		$490K Buy
993
+129
+15% +$63.4K 0.01% 400
2020
Q4 		$335K Buy
+864
New +$280K 0.01% 403
2019
Q1 		– Sell
-10
Closed -$2K – 928
2018
Q4 		$2K Buy
+10
New +$2.44K ﹤0.01% 777

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

Wealthspire Advisors (New York)'s SIVB Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 993 shares — an estimated $490K sold.

Wealthspire Advisors (New York) first reported a position in SIVB in Q4 2018 and held it in 3 quarters. The position peaked at $490K in Q1 2021. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

  • Wealthspire Advisors (New York) reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 993 SVB Financial Group shares in Q2 2021, an estimated $490K.
  • Wealthspire Advisors (New York) first reported a position in SVB Financial Group in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s SVB Financial Group position peaked at $490K in Q1 2021.
  • 732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.