AP
SIVB

Americana Partners’s SVB Financial Group SIVB Stock Holding History

Americana Partners’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
-508
Closed -$200K – 261
2022
Q2 		$200K Hold
508
– – 0.04% 233
2022
Q1 		$284K Hold
508
– – 0.09% 186
2021
Q4 		$344K Hold
508
– – 0.06% 193
2021
Q3 		$328K Hold
508
– – 0.08% 176
2021
Q2 		$282K Buy
508
+8
+2% +$4.44K 0.14% 112
2021
Q1 		$246K Buy
+500
New +$246K 0.15% 95
2020
Q1 		– Sell
-666
Closed -$167K – 590
2019
Q4 		$167K Buy
+666
New +$151K 0.09% 107

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

Americana Partners's SIVB Position: Q3 2022 in Review

Americana Partners sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 508 shares — an estimated $200K sold.

Americana Partners first reported a position in SIVB in Q4 2019 and held it in 7 quarters. The position peaked at $344K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Americana Partners reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Americana Partners sold 508 SVB Financial Group shares in Q3 2022, an estimated $200K.
  • Americana Partners first reported a position in SVB Financial Group in Q4 2019 and held it in 7 quarters.
  • Americana Partners's SVB Financial Group position peaked at $344K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Americana Partners's 13F filing for Q3 2022, filed 14 Nov 2022.