WIA
SIVB

Wealthstreet Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Wealthstreet Investment Advisors’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
-850
Closed -$420K – 356
2021
Q1 		$420K Hold
850
– – 0.04% 273
2020
Q4 		$330K Hold
850
– – 0.03% 291
2020
Q3 		$205K Buy
+850
New +$200K 0.02% 320
2020
Q1 		– Sell
-850
Closed -$213K – 355
2019
Q4 		$213K Buy
+850
New +$193K 0.02% 330
2019
Q1 		– Sell
-850
Closed -$207K – 353
2018
Q4 		$207K Buy
+850
New +$208K 0.03% 313

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $528B 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 $20.5B AUM 26.83% 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