CGPCS
SIVB

Capital Group Private Client Services’s SVB Financial Group SIVB Stock Holding History

Capital Group Private Client 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
-61,206
Closed -$20.6M – 251
2022
Q3 		$20.6M Sell
61,206
-15,704
-20% -$6.32M 0.29% 94
2022
Q2 		$30.4M Buy
76,910
+14,937
+24% +$7.04M 0.39% 78
2022
Q1 		$34.7M Buy
+61,973
New +$37.6M 0.38% 77

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 $20.5B AUM 26.83% 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

Capital Group Private Client Services's SIVB Position: Q4 2022 in Review

Capital Group Private Client Services sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 61,206 shares — an estimated $20.6M sold.

Capital Group Private Client Services first reported a position in SIVB in Q1 2022 and held it in 3 quarters. The position peaked at $34.7M in Q1 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Capital Group Private Client Services reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Capital Group Private Client Services sold 61,206 SVB Financial Group shares in Q4 2022, an estimated $20.6M.
  • Capital Group Private Client Services first reported a position in SVB Financial Group in Q1 2022 and held it in 3 quarters.
  • Capital Group Private Client Services's SVB Financial Group position peaked at $34.7M in Q1 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Capital Group Private Client Services's 13F filing for Q4 2022, filed 14 Feb 2023.