XS
SIVB

XR Securities’s SVB Financial Group SIVB Stock Holding History

XR Securities’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
Q3 		– Sell
-413
Closed -$230K – 544
2021
Q2 		$230K Sell
413
-73
-15% -$40.5K 0.1% 180
2021
Q1 		$240K Buy
+486
New +$239K 0.01% 181
2019
Q1 		– Sell
-1,715
Closed -$326K – 459
2018
Q4 		$326K Buy
+1,715
New +$419K 0.14% 98

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $570B AUM 27.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

XR Securities's SIVB Position: Q3 2021 in Review

XR Securities sold out of SVB Financial Group (SIVB) in Q3 2021, closing a stake of 413 shares — an estimated $230K sold.

XR Securities first reported a position in SIVB in Q4 2018 and held it in 3 quarters. The position peaked at $326K in Q4 2018. 776 funds tracked by Wall St. Rank hold SIVB as of Q3 2021.

  • XR Securities reported no remaining SVB Financial Group position as of Q3 2021 after selling out during the quarter.
  • XR Securities sold 413 SVB Financial Group shares in Q3 2021, an estimated $230K.
  • XR Securities first reported a position in SVB Financial Group in Q4 2018 and held it in 3 quarters.
  • XR Securities's SVB Financial Group position peaked at $326K in Q4 2018.
  • 776 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2021.

Based on XR Securities's 13F filing for Q3 2021, filed 14 Oct 2021.