WCM
SIVB

Weld Capital Management’s SVB Financial Group SIVB Stock Holding History

Weld Capital Management’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
Q2 		– Sell
-8,679
Closed -$1.31M – 717
2020
Q1 		$1.31M Buy
+8,679
New +$1.91M 0.67% 23
2019
Q4 		– Sell
-1,375
Closed -$287K – 1076
2019
Q3 		$287K Buy
+1,375
New +$288K 0.05% 582
2019
Q2 		– Sell
-1,238
Closed -$275K – 1045
2019
Q1 		$275K Buy
+1,238
New +$288K 0.05% 527

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Weld Capital Management's SIVB Position: Q2 2020 in Review

Weld Capital Management sold out of SVB Financial Group (SIVB) in Q2 2020, closing a stake of 8,679 shares — an estimated $1.31M sold.

Weld Capital Management first reported a position in SIVB in Q1 2019 and held it in 3 quarters. The position peaked at $1.31M in Q1 2020. 512 funds tracked by Wall St. Rank hold SIVB as of Q2 2020.

  • Weld Capital Management reported no remaining SVB Financial Group position as of Q2 2020 after selling out during the quarter.
  • Weld Capital Management sold 8,679 SVB Financial Group shares in Q2 2020, an estimated $1.31M.
  • Weld Capital Management first reported a position in SVB Financial Group in Q1 2019 and held it in 3 quarters.
  • Weld Capital Management's SVB Financial Group position peaked at $1.31M in Q1 2020.
  • 512 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2020.

Based on Weld Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.