Connectus Wealth’s SVB Financial Group Depositary Shs 5.25% Preferred Stock, Series A SIVBP Stock Holding History

Connectus Wealth's SIVBP Position: Q4 2022 in Review

Connectus Wealth sold out of SVB Financial Group Depositary Shs 5.25% Preferred Stock, Series A (SIVBP) in Q4 2022, closing a stake of 840,756 shares — an estimated $17.4M sold.

Connectus Wealth first reported a position in SIVBP in Q3 2022 and held it in 1 quarter. The position peaked at $17.4M in Q3 2022. 1 fund tracked by Wall St. Rank holds SIVBP as of Q4 2022.

• Connectus Wealth reported no remaining SVB Financial Group Depositary Shs 5.25% Preferred Stock, Series A position as of Q4 2022 after selling out during the quarter.
• Connectus Wealth sold 840,756 SVB Financial Group Depositary Shs 5.25% Preferred Stock, Series A shares in Q4 2022, an estimated $17.4M.
• Connectus Wealth first reported a position in SVB Financial Group Depositary Shs 5.25% Preferred Stock, Series A in Q3 2022 and held it in 1 quarter.
• Connectus Wealth's SVB Financial Group Depositary Shs 5.25% Preferred Stock, Series A position peaked at $17.4M in Q3 2022.
• 1 fund tracked by Wall St. Rank held SVB Financial Group Depositary Shs 5.25% Preferred Stock, Series A as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.