Aspire Private Capital’s SVB Financial Group SIVB Stock Holding History

Aspire Private Capital’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	-5	Closed	-$2K	–	709
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	520
2022 Q1	$3K	Hold	5	–	–	﹤0.01%	480
2021 Q4	$3K	Hold	5	–	–	﹤0.01%	502
2021 Q3	$3K	Hold	5	–	–	﹤0.01%	473
2021 Q2	$3K	Hold	5	–	–	﹤0.01%	477
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	488
2020 Q4	$2K	Hold	5	–	–	﹤0.01%	398
2020 Q3	$1K	Buy	+5	New	+$1.18K	﹤0.01%	459
2020 Q1	–	Sell	-5	Closed	-$1K	–	540
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	482
2019 Q3	$1K	Hold	5	–	–	﹤0.01%	457
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	517
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	550
2018 Q4	$1K	Buy	+5	New	+$1.22K	﹤0.01%	527

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aspire Private Capital's SIVB Position: Q3 2022 in Review

Aspire Private Capital sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 5 shares — an estimated $2K sold.

Aspire Private Capital first reported a position in SIVB in Q4 2018 and held it in 13 quarters. The position peaked at $3K in Q1 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Aspire Private Capital reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Aspire Private Capital sold 5 SVB Financial Group shares in Q3 2022, an estimated $2K.
Aspire Private Capital first reported a position in SVB Financial Group in Q4 2018 and held it in 13 quarters.
Aspire Private Capital's SVB Financial Group position peaked at $3K in Q1 2022.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Aspire Private Capital's 13F filing for Q3 2022, filed 10 Nov 2022.