Avantax Advisory Services’s SVB Financial Group SIVB Stock Holding History

Avantax Advisory Services’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	-883	Closed	-$296K	–	1482
2022 Q3	$296K	Sell	883 -3	-0.3%	-$1.21K	﹤0.01%	1020
2022 Q2	$350K	Sell	886 -475	-35%	-$224K	0.01%	942
2022 Q1	$765K	Sell	1,361 -195	-13%	-$118K	0.01%	633
2021 Q4	$1.05M	Buy	1,556 +117	+8%	+$82.4K	0.02%	526
2021 Q3	$931K	Buy	1,439 +377	+35%	+$219K	0.02%	510
2021 Q2	$594K	Buy	1,062 +368	+53%	+$204K	0.01%	639
2021 Q1	$339K	Buy	694 +12	+2%	+$5.9K	0.01%	760
2020 Q4	$266K	Buy	+682	New	+$221K	0.01%	778

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

Avantax Advisory Services's SIVB Position: Q4 2022 in Review

Avantax Advisory Services sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 883 shares — an estimated $296K sold.

Avantax Advisory Services first reported a position in SIVB in Q4 2020 and held it in 8 quarters. The position peaked at $1.05M in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Avantax Advisory Services reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 883 SVB Financial Group shares in Q4 2022, an estimated $296K.
Avantax Advisory Services first reported a position in SVB Financial Group in Q4 2020 and held it in 8 quarters.
Avantax Advisory Services's SVB Financial Group position peaked at $1.05M in Q4 2021.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.