WA
SIVB

WESPAC Advisors’s SVB Financial Group SIVB Stock Holding History

WESPAC 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
2022
Q1 		– Sell
-880
Closed -$597K – 160
2021
Q4 		$597K Sell
880
-484
-35% -$341K 0.4% 91
2021
Q3 		$882K Buy
1,364
+797
+141% +$462K 0.54% 70
2021
Q2 		$315K Sell
567
-674
-54% -$374K 0.6% 69
2021
Q1 		$613K Buy
1,241
+721
+139% +$355K 0.46% 78
2020
Q4 		$202K Buy
+520
New +$168K 0.16% 141

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

WESPAC Advisors's SIVB Position: Q1 2022 in Review

WESPAC Advisors sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 880 shares — an estimated $597K sold.

WESPAC Advisors first reported a position in SIVB in Q4 2020 and held it in 5 quarters. The position peaked at $882K in Q3 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • WESPAC Advisors reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • WESPAC Advisors sold 880 SVB Financial Group shares in Q1 2022, an estimated $597K.
  • WESPAC Advisors first reported a position in SVB Financial Group in Q4 2020 and held it in 5 quarters.
  • WESPAC Advisors's SVB Financial Group position peaked at $882K in Q3 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on WESPAC Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.