WealthStone’s SVB Financial Group SIVB Stock Holding History

WealthStone’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 Q3	–	Sell	-3	Closed	-$673	–	718
2019 Q2	$673	Buy	+3	New	+$694	﹤0.01%	762

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthStone's SIVB Position: Q3 2019 in Review

WealthStone sold out of SVB Financial Group (SIVB) in Q3 2019, closing a stake of 3 shares — an estimated $673 sold.

WealthStone first reported a position in SIVB in Q2 2019 and held it in 1 quarter. The position peaked at $673 in Q2 2019. 546 funds tracked by Wall St. Rank hold SIVB as of Q3 2019.

WealthStone reported no remaining SVB Financial Group position as of Q3 2019 after selling out during the quarter.
WealthStone sold 3 SVB Financial Group shares in Q3 2019, an estimated $673.
WealthStone first reported a position in SVB Financial Group in Q2 2019 and held it in 1 quarter.
WealthStone's SVB Financial Group position peaked at $673 in Q2 2019.
546 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.