SVB Financial shares owned by Optimal Asset Management
Quarter-by-quarter ownership of SVB Financial (SIVBQ) shares owned by Optimal Asset Management
from 13F filings
Historical chart of Optimal Asset Management investment in SVB Financial
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All positions including SVB Financial held by Optimal Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SVB Financial by Optimal Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $396k | 612 | 647.06 |
| 2021-06-30 | $339k | 610 | 555.74 |
| 2021-03-31 | $301k | 610 | 493.44 |
| 2020-06-30 | $261k | 1.2k | 215.70 |
| 2019-12-31 | $317k | 1.3k | 251.39 |