WCG
SIVB

Weaver Consulting Group’s SVB Financial Group SIVB Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-37
Closed -$9K – 1015
2020
Q3 		$9K Buy
37
+10
+37% +$2.35K 0.01% 589
2020
Q2 		$6K Hold
27
– – ﹤0.01% 647
2020
Q1 		$4K Hold
27
– – ﹤0.01% 627
2019
Q4 		$6K Hold
27
– – ﹤0.01% 591
2019
Q3 		$6K Hold
27
– – ﹤0.01% 574
2019
Q2 		$6K Hold
27
– – ﹤0.01% 559
2019
Q1 		$6K Buy
+27
New +$6.29K ﹤0.01% 1082

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
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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Weaver Consulting Group's SIVB Position: Q4 2020 in Review

Weaver Consulting Group sold out of SVB Financial Group (SIVB) in Q4 2020, closing a stake of 37 shares — an estimated $9K sold.

Weaver Consulting Group first reported a position in SIVB in Q1 2019 and held it in 7 quarters. The position peaked at $9K in Q3 2020. 609 funds tracked by Wall St. Rank hold SIVB as of Q4 2020.

  • Weaver Consulting Group reported no remaining SVB Financial Group position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 37 SVB Financial Group shares in Q4 2020, an estimated $9K.
  • Weaver Consulting Group first reported a position in SVB Financial Group in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's SVB Financial Group position peaked at $9K in Q3 2020.
  • 609 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.