Advisor OS’s SVB Financial Group SIVB Stock Holding History

Advisor OS’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	-609	Closed	-$413K	–	254
2021 Q4	$413K	Buy	+609	New	+$429K	0.08%	188

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor OS's SIVB Position: Q1 2022 in Review

Advisor OS sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 609 shares — an estimated $413K sold.

Advisor OS first reported a position in SIVB in Q4 2021 and held it in 1 quarter. The position peaked at $413K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

Advisor OS reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
Advisor OS sold 609 SVB Financial Group shares in Q1 2022, an estimated $413K.
Advisor OS first reported a position in SVB Financial Group in Q4 2021 and held it in 1 quarter.
Advisor OS's SVB Financial Group position peaked at $413K in Q4 2021.
805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Advisor OS's 13F filing for Q1 2022, filed 11 May 2022.