ACA
SIVB

Aptus Capital Advisors’s SVB Financial Group SIVB Stock Holding History

Aptus Capital 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 		– Sell
-10,315
Closed -$4.08M – 826
2022
Q2 		$4.08M Buy
10,315
+3,345
+48% +$1.58M 0.11% 116
2022
Q1 		$3.9M Buy
+6,970
New +$4.23M 0.1% 119

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

Aptus Capital Advisors's SIVB Position: Q3 2022 in Review

Aptus Capital Advisors sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 10,315 shares — an estimated $4.08M sold.

Aptus Capital Advisors first reported a position in SIVB in Q1 2022 and held it in 2 quarters. The position peaked at $4.08M in Q2 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Aptus Capital Advisors reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 10,315 SVB Financial Group shares in Q3 2022, an estimated $4.08M.
  • Aptus Capital Advisors first reported a position in SVB Financial Group in Q1 2022 and held it in 2 quarters.
  • Aptus Capital Advisors's SVB Financial Group position peaked at $4.08M in Q2 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Aptus Capital Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.