CWC
SIVB

Carolinas Wealth Consulting’s SVB Financial Group SIVB Stock Holding History

Carolinas Wealth Consulting’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
-50
Closed -$17K – 1116
2022
Q3 		$17K Hold
50
– – ﹤0.01% 474
2022
Q2 		$20K Buy
50
+35
+233% +$16.5K 0.01% 451
2022
Q1 		$8K Hold
15
– – ﹤0.01% 653
2021
Q4 		$10K Hold
15
– – ﹤0.01% 621
2021
Q3 		$10K Buy
+15
New +$8.7K ﹤0.01% 591

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

Carolinas Wealth Consulting's SIVB Position: Q4 2022 in Review

Carolinas Wealth Consulting sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 50 shares — an estimated $17K sold.

Carolinas Wealth Consulting first reported a position in SIVB in Q3 2021 and held it in 5 quarters. The position peaked at $20K in Q2 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Carolinas Wealth Consulting reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 50 SVB Financial Group shares in Q4 2022, an estimated $17K.
  • Carolinas Wealth Consulting first reported a position in SVB Financial Group in Q3 2021 and held it in 5 quarters.
  • Carolinas Wealth Consulting's SVB Financial Group position peaked at $20K in Q2 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.