AT
SIVB

American Trust’s SVB Financial Group SIVB Stock Holding History

American Trust’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
-1,317
Closed -$520K – 484
2022
Q2 		$520K Buy
1,317
+390
+42% +$184K 0.04% 208
2022
Q1 		$519K Sell
927
-52
-5% -$31.6K 0.03% 238
2021
Q4 		$664K Buy
+979
New +$690K 0.05% 138

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 Trust's SIVB Position: Q3 2022 in Review

American Trust sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 1,317 shares — an estimated $520K sold.

American Trust first reported a position in SIVB in Q4 2021 and held it in 3 quarters. The position peaked at $664K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • American Trust reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • American Trust sold 1,317 SVB Financial Group shares in Q3 2022, an estimated $520K.
  • American Trust first reported a position in SVB Financial Group in Q4 2021 and held it in 3 quarters.
  • American Trust's SVB Financial Group position peaked at $664K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on American Trust's 13F filing for Q3 2022, filed 2 Dec 2022.