APA
SIVB

American Portfolios Advisors’s SVB Financial Group SIVB Stock Holding History

American Portfolios Advisors’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 		$80.9K Sell
241
-5
-2% -$2.01K ﹤0.01% 1469
2022
Q2 		$97.2K Sell
246
-11
-4% -$5.18K ﹤0.01% 1412
2022
Q1 		$144K Sell
257
-66
-20% -$40.1K ﹤0.01% 1333
2021
Q4 		$219K Buy
323
+23
+8% +$16.2K 0.01% 1116
2021
Q3 		$194K Buy
300
+6
+2% +$3.48K 0.01% 1124
2021
Q2 		$164K Sell
294
-34
-10% -$18.9K 0.01% 1205
2021
Q1 		$162K Buy
328
+77
+31% +$37.9K 0.01% 1117
2020
Q4 		$97.3K Buy
251
+11
+5% +$3.56K 0.01% 1169
2020
Q3 		$57.7K Hold
240
– – ﹤0.01% 1271
2020
Q2 		$51.7K Sell
240
-37
-13% -$7.13K ﹤0.01% 1280
2020
Q1 		$41.8K Hold
277
– – ﹤0.01% 1238
2019
Q4 		$69.5K Hold
277
– – ﹤0.01% 1222
2019
Q3 		$57.9K Sell
277
-201
-42% -$42.1K ﹤0.01% 1219
2019
Q2 		$107K Buy
478
+1
+0.2% +$231 0.01% 957
2019
Q1 		$106K Sell
477
-17
-3% -$3.96K 0.01% 867
2018
Q4 		$93.8K Buy
494
+41
+9% +$10K 0.01% 749
2018
Q3 		$141K Buy
453
+7
+2% +$2.21K 0.02% 702
2018
Q2 		$129K Sell
446
-13
-3% -$3.82K 0.02% 715
2018
Q1 		$110K Buy
459
+194
+73% +$48.7K 0.02% 716
2017
Q4 		$61.9K Buy
+265
New +$56.5K 0.01% 908

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 $23.8B AUM 34.25% 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

American Portfolios Advisors's SIVB Position: Q3 2022 in Review

American Portfolios Advisors reduced its SVB Financial Group (SIVB) stake by 2% in Q3 2022, selling an estimated $2.01K and leaving 241 shares worth $80.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

American Portfolios Advisors first reported a position in SIVB in Q4 2017 and has held it in 20 quarters since. The position peaked at $219K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • American Portfolios Advisors held 241 shares of SVB Financial Group worth $80.9K as of Q3 2022.
  • American Portfolios Advisors sold 5 SVB Financial Group shares in Q3 2022, an estimated $2.01K.
  • SVB Financial Group made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1469 holding.
  • American Portfolios Advisors first reported a position in SVB Financial Group in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's SVB Financial Group position peaked at $219K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.