CSWM
SIVB

Cassady Schiller Wealth Management’s SVB Financial Group SIVB Stock Holding History

Cassady Schiller Wealth 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
Q1 		– Sell
-1
Closed -$1K – 664
2021
Q4 		$1K Buy
+1
New +$704 ﹤0.01% 539

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's SIVB Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 1 share — an estimated $1K sold.

Cassady Schiller Wealth Management first reported a position in SIVB in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 1 SVB Financial Group share in Q1 2022, an estimated $1K.
  • Cassady Schiller Wealth Management first reported a position in SVB Financial Group in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's SVB Financial Group position peaked at $1K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.