BCM
SIVB

BTR Capital Management’s SVB Financial Group SIVB Stock Holding History

BTR Capital 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
Q3 		$268K Hold
797
– – 0.04% 138
2022
Q2 		$315K Hold
797
– – 0.05% 134
2022
Q1 		$446K Sell
797
-105
-12% -$63.7K 0.05% 126
2021
Q4 		$612K Sell
902
-7
-0.8% -$4.93K 0.07% 112
2021
Q3 		$588K Sell
909
-1
-0.1% -$580 0.07% 110
2021
Q2 		$506K Buy
+910
New +$505K 0.06% 117

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 $23.8B AUM 34.25% 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

BTR Capital Management's SIVB Position: Q3 2022 in Review

BTR Capital Management held its SVB Financial Group (SIVB) position steady in Q3 2022 at 797 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #138.

BTR Capital Management first reported a position in SIVB in Q2 2021 and has held it in 6 quarters since. The position peaked at $612K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • BTR Capital Management held 797 shares of SVB Financial Group worth $268K as of Q3 2022.
  • BTR Capital Management left its SVB Financial Group share count unchanged in Q3 2022.
  • SVB Financial Group made up 0.04% of BTR Capital Management's portfolio in Q3 2022, its #138 holding.
  • BTR Capital Management first reported a position in SVB Financial Group in Q2 2021 and has held it in 6 quarters since.
  • BTR Capital Management's SVB Financial Group position peaked at $612K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.