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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstreet Investment Advisors's SIVB Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of SVB Financial Group (SIVB) in Q2 2021, closing a stake of 850 shares — an estimated $420K sold.

Wealthstreet Investment Advisors first reported a position in SIVB in Q4 2018 and held it in 5 quarters. The position peaked at $420K in Q1 2021. 732 funds tracked by Wall St. Rank hold SIVB as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining SVB Financial Group position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 850 SVB Financial Group shares in Q2 2021, an estimated $420K.
  • Wealthstreet Investment Advisors first reported a position in SVB Financial Group in Q4 2018 and held it in 5 quarters.
  • Wealthstreet Investment Advisors's SVB Financial Group position peaked at $420K in Q1 2021.
  • 732 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.