CWM
SIVB

Cornerstone Wealth Management’s SVB Financial Group SIVB Stock Holding History

Cornerstone 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
-601
Closed -$407K – 533
2021
Q4 		$407K Buy
+601
New +$423K 0.04% 325
2018
Q3 		– Sell
-53,188
Closed -$182K – 1635
2018
Q2 		$182K Buy
+53,188
New +$15.6M ﹤0.01% 1359

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

Cornerstone Wealth Management's SIVB Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 601 shares — an estimated $407K sold.

Cornerstone Wealth Management first reported a position in SIVB in Q2 2018 and held it in 2 quarters. The position peaked at $407K in Q4 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Cornerstone Wealth Management reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 601 SVB Financial Group shares in Q1 2022, an estimated $407K.
  • Cornerstone Wealth Management first reported a position in SVB Financial Group in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's SVB Financial Group position peaked at $407K in Q4 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.