Asset Dedication LLC’s SVB Financial Group SIVB Stock Holding History

Asset Dedication LLC’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 Q4	–	Sell	-1	Closed	–	–	1175
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1033
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1058
2022 Q1	$1K	Buy	+1	New	+$607	﹤0.01%	974

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Asset Dedication LLC's SIVB Position: Q4 2022 in Review

Asset Dedication LLC sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 1 share.

Asset Dedication LLC first reported a position in SIVB in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Asset Dedication LLC reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Asset Dedication LLC sold 1 SVB Financial Group share in Q4 2022.
Asset Dedication LLC first reported a position in SVB Financial Group in Q1 2022 and held it in 3 quarters.
Asset Dedication LLC's SVB Financial Group position peaked at $1K in Q1 2022.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Asset Dedication LLC's 13F filing for Q4 2022, filed 19 Jan 2023.