CWP
SIVB

CFM Wealth Partners’s SVB Financial Group SIVB Stock Holding History

CFM Wealth Partners’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
-1,426
Closed -$479K – 167
2022
Q3 		$479K Buy
1,426
+230
+19% +$92.6K 0.15% 99
2022
Q2 		$472K Buy
1,196
+317
+36% +$149K 0.14% 108
2022
Q1 		$492K Buy
+879
New +$533K 0.12% 113
2020
Q3 		– Sell
-72
Closed -$15K – 516
2020
Q2 		$15K Hold
72
– – 0.01% 377
2020
Q1 		$11K Sell
72
-70
-49% -$15.4K 0.01% 428
2019
Q4 		$36K Buy
+142
New +$32.3K 0.01% 310

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

CFM Wealth Partners's SIVB Position: Q4 2022 in Review

CFM Wealth Partners sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 1,426 shares — an estimated $479K sold.

CFM Wealth Partners first reported a position in SIVB in Q4 2019 and held it in 6 quarters. The position peaked at $492K in Q1 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • CFM Wealth Partners reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • CFM Wealth Partners sold 1,426 SVB Financial Group shares in Q4 2022, an estimated $479K.
  • CFM Wealth Partners first reported a position in SVB Financial Group in Q4 2019 and held it in 6 quarters.
  • CFM Wealth Partners's SVB Financial Group position peaked at $492K in Q1 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on CFM Wealth Partners's 13F filing for Q4 2022, filed 20 Jan 2023.