CMBA
SIVB

C.M. Bidwell & Associates’s SVB Financial Group SIVB Stock Holding History

C.M. Bidwell & Associates’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
-387
Closed -$153K – 565
2022
Q2 		$153K Sell
387
-5
-1% -$2.35K 0.12% 164
2022
Q1 		$219K Hold
392
– – 0.14% 140
2021
Q4 		$266K Sell
392
-88
-18% -$62K 0.16% 115
2021
Q3 		$311K Sell
480
-296
-38% -$172K 0.21% 84
2021
Q2 		$432K Buy
776
+174
+29% +$96.5K 0.28% 56
2021
Q1 		$297K Sell
602
-12
-2% -$5.9K 0.22% 71
2020
Q4 		$238K Sell
614
-261
-30% -$84.6K 0.2% 80
2020
Q3 		$211K Sell
875
-423
-33% -$99.5K 0.19% 104
2020
Q2 		$280K Buy
+1,298
New +$250K 0.26% 86
2018
Q4 		– Sell
-3,145
Closed -$978K – 493
2018
Q3 		$978K Sell
3,145
-305
-9% -$96.2K 0.93% 22
2018
Q2 		$996K Buy
3,450
+2,095
+155% +$616K 0.92% 25
2018
Q1 		$325K Buy
1,355
+310
+30% +$77.8K 0.3% 91
2017
Q4 		$244K Buy
+1,045
New +$223K 0.21% 131
2015
Q3 		– Sell
-28,195
Closed -$4.06M – 308
2015
Q2 		$4.06M Buy
+28,195
New +$3.81M 0.91% 49
2014
Q2 		– Sell
-24,515
Closed -$3.16M – 326
2014
Q1 		$3.16M Buy
+24,515
New +$2.86M 0.76% 72

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

C.M. Bidwell & Associates's SIVB Position: Q3 2022 in Review

C.M. Bidwell & Associates sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 387 shares — an estimated $153K sold.

C.M. Bidwell & Associates first reported a position in SIVB in Q1 2014 and held it in 15 quarters. The position peaked at $4.06M in Q2 2015. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • C.M. Bidwell & Associates reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 387 SVB Financial Group shares in Q3 2022, an estimated $153K.
  • C.M. Bidwell & Associates first reported a position in SVB Financial Group in Q1 2014 and held it in 15 quarters.
  • C.M. Bidwell & Associates's SVB Financial Group position peaked at $4.06M in Q2 2015.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2022, filed 14 Nov 2022.