Checchi Capital Advisers’s SVB Financial Group SIVB Stock Holding History

Checchi Capital Advisers’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 Q2	–	Sell	-427	Closed	-$239K	–	621
2022 Q1	$239K	Buy	427 +65	+18%	+$39.5K	0.02%	469
2021 Q4	$246K	Buy	362 +21	+6%	+$14.8K	0.02%	446
2021 Q3	$221K	Buy	+341	New	+$198K	0.02%	458
2018 Q4	–	Sell	-676	Closed	-$210K	–	465
2018 Q3	$210K	Buy	+676	New	+$213K	0.02%	410
2016 Q3	–	Sell	-419	Closed	-$40K	–	1578
2016 Q2	$40K	Buy	419 +87	+26%	+$8.9K	﹤0.01%	940
2016 Q1	$34K	Buy	+332	New	+$32.1K	0.01%	955

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Checchi Capital Advisers's SIVB Position: Q2 2022 in Review

Checchi Capital Advisers sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 427 shares — an estimated $239K sold.

Checchi Capital Advisers first reported a position in SIVB in Q1 2016 and held it in 6 quarters. The position peaked at $246K in Q4 2021. 748 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Checchi Capital Advisers reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Checchi Capital Advisers sold 427 SVB Financial Group shares in Q2 2022, an estimated $239K.
Checchi Capital Advisers first reported a position in SVB Financial Group in Q1 2016 and held it in 6 quarters.
Checchi Capital Advisers's SVB Financial Group position peaked at $246K in Q4 2021.
748 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Checchi Capital Advisers's 13F filing for Q2 2022, filed 11 Aug 2022.