CA
SIVB

CoreCap Advisors’s SVB Financial Group SIVB Stock Holding History

CoreCap Advisors’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 		$4.14K Buy
+18
New +$4.47K ﹤0.01% 1793
2022
Q3 		– Sell
-26
Closed -$10K – 2351
2022
Q2 		$10K Buy
+26
New +$12.2K ﹤0.01% 1495
2022
Q1 		– Sell
-624
Closed -$423K – 2362
2021
Q4 		$423K Buy
+624
New +$440K 0.03% 386

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

CoreCap Advisors's SIVB Position: Q4 2022 in Review

CoreCap Advisors opened a new position in SVB Financial Group (SIVB) in Q4 2022: 18 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #1793 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in SIVB as recently as Q2 2022.

CoreCap Advisors first reported a position in SIVB in Q4 2021 and has held it in 3 quarters since. The position peaked at $423K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • CoreCap Advisors held 18 shares of SVB Financial Group worth $4.14K as of Q4 2022.
  • SVB Financial Group was a new CoreCap Advisors position in Q4 2022.
  • SVB Financial Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1793 holding.
  • CoreCap Advisors first reported a position in SVB Financial Group in Q4 2021 and has held it in 3 quarters since.
  • CoreCap Advisors's SVB Financial Group position peaked at $423K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.