AWS
SIVB

Atria Wealth Solutions’s SVB Financial Group SIVB Stock Holding History

Atria Wealth Solutions’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
-646
Closed -$255K – 1893
2022
Q2 		$255K Sell
646
-1,071
-62% -$504K ﹤0.01% 1304
2022
Q1 		$960K Buy
+1,717
New +$1.04M 0.02% 753

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 $20.5B AUM 26.83% 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

Atria Wealth Solutions's SIVB Position: Q3 2022 in Review

Atria Wealth Solutions sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 646 shares — an estimated $255K sold.

Atria Wealth Solutions first reported a position in SIVB in Q1 2022 and held it in 2 quarters. The position peaked at $960K in Q1 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Atria Wealth Solutions reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 646 SVB Financial Group shares in Q3 2022, an estimated $255K.
  • Atria Wealth Solutions first reported a position in SVB Financial Group in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's SVB Financial Group position peaked at $960K in Q1 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.