ARC
SIVB

Advisor Resource Council’s SVB Financial Group SIVB Stock Holding History

Advisor Resource Council’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
Q3 		– Sell
-649
Closed -$257K – 540
2022
Q2 		$257K Buy
649
+209
+48% +$98.5K 0.02% 404
2022
Q1 		$246K Sell
440
-141
-24% -$85.6K 0.07% 172
2021
Q4 		$394K Buy
581
+144
+33% +$101K 0.03% 377
2021
Q3 		$283K Sell
437
-28
-6% -$16.2K 0.09% 178
2021
Q2 		$259K Buy
+465
New +$258K 0.03% 422

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Resource Council's SIVB Position: Q3 2022 in Review

Advisor Resource Council sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 649 shares — an estimated $257K sold.

Advisor Resource Council first reported a position in SIVB in Q2 2021 and held it in 5 quarters. The position peaked at $394K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Advisor Resource Council reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Advisor Resource Council sold 649 SVB Financial Group shares in Q3 2022, an estimated $257K.
  • Advisor Resource Council first reported a position in SVB Financial Group in Q2 2021 and held it in 5 quarters.
  • Advisor Resource Council's SVB Financial Group position peaked at $394K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.