B. Riley Wealth Management’s SVB Financial Group SIVB Stock Holding History

B. Riley Wealth Management’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 Q2	$309K	Sell	782 -10	-1%	-$4.71K	0.03%	418
2022 Q1	$443K	Sell	792 -16	-2%	-$9.71K	0.03%	356
2021 Q4	$548K	Sell	808 -5	-0.6%	-$3.52K	0.04%	326
2021 Q3	$526K	Sell	813 -150	-16%	-$87K	0.04%	323
2021 Q2	$536K	Sell	963 -679	-41%	-$377K	0.06%	226
2021 Q1	$811K	Sell	1,642 -67	-4%	-$33K	0.09%	176
2020 Q4	$663K	Sell	1,709 -68	-4%	-$22K	0.09%	178
2020 Q3	$428K	Buy	1,777 +44	+3%	+$10.4K	0.05%	252
2020 Q2	$374K	Buy	+1,733	New	+$334K	0.04%	263
2020 Q1	–	Sell	-1,463	Closed	-$367K	–	583
2019 Q4	$367K	Sell	1,463 -195	-12%	-$44.3K	0.06%	257
2019 Q3	$346K	Sell	1,658 -822	-33%	-$172K	0.06%	257
2019 Q2	$557K	Sell	2,480 -239	-9%	-$55.3K	0.09%	196
2019 Q1	$605K	Hold	2,719	–	–	0.1%	187
2018 Q4	$516K	Sell	2,719 -437	-14%	-$107K	0.11%	181
2018 Q3	$981K	Buy	+3,156	New	+$996K	0.24%	94

Other funds holding SIVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ATO

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Management's SIVB Position: Q2 2022 in Review

B. Riley Wealth Management reduced its SVB Financial Group (SIVB) stake by 1.3% in Q2 2022, selling an estimated $4.71K and leaving 782 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #418.

B. Riley Wealth Management first reported a position in SIVB in Q3 2018 and has held it in 15 quarters since. The position peaked at $981K in Q3 2018. 748 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

B. Riley Wealth Management held 782 shares of SVB Financial Group worth $309K as of Q2 2022.
B. Riley Wealth Management sold 10 SVB Financial Group shares in Q2 2022, an estimated $4.71K.
SVB Financial Group made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #418 holding.
B. Riley Wealth Management first reported a position in SVB Financial Group in Q3 2018 and has held it in 15 quarters since.
B. Riley Wealth Management's SVB Financial Group position peaked at $981K in Q3 2018.
748 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.