ARIS
SIVB

Advanced Research Investment Solutions’s SVB Financial Group SIVB Stock Holding History

Advanced Research Investment Solutions’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
Q4 		– Sell
-183
Closed -$61K – 166
2022
Q3 		$61K Buy
+183
New +$73.7K 0.04% 85

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advanced Research Investment Solutions's SIVB Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 183 shares — an estimated $61K sold.

Advanced Research Investment Solutions first reported a position in SIVB in Q3 2022 and held it in 1 quarter. The position peaked at $61K in Q3 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 183 SVB Financial Group shares in Q4 2022, an estimated $61K.
  • Advanced Research Investment Solutions first reported a position in SVB Financial Group in Q3 2022 and held it in 1 quarter.
  • Advanced Research Investment Solutions's SVB Financial Group position peaked at $61K in Q3 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.