BFA
SIVB

Beaumont Financial Advisors’s SVB Financial Group SIVB Stock Holding History

Beaumont Financial Advisors’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
-6,540
Closed -$2.2M – 344
2022
Q3 		$2.2M Buy
6,540
+626
+11% +$252K 0.21% 65
2022
Q2 		$2.34M Buy
5,914
+50
+0.9% +$23.6K 0.21% 70
2022
Q1 		$3.28M Buy
+5,864
New +$3.56M 0.25% 80

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaumont Financial Advisors's SIVB Position: Q4 2022 in Review

Beaumont Financial Advisors sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 6,540 shares — an estimated $2.2M sold.

Beaumont Financial Advisors first reported a position in SIVB in Q1 2022 and held it in 3 quarters. The position peaked at $3.28M in Q1 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Beaumont Financial Advisors reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 6,540 SVB Financial Group shares in Q4 2022, an estimated $2.2M.
  • Beaumont Financial Advisors first reported a position in SVB Financial Group in Q1 2022 and held it in 3 quarters.
  • Beaumont Financial Advisors's SVB Financial Group position peaked at $3.28M in Q1 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Beaumont Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.