CAG
SIVB

Csenge Advisory Group’s SVB Financial Group SIVB Stock Holding History

Csenge Advisory Group’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
-871
Closed -$492K – 723
2021
Q4 		$492K Sell
871
-74
-8% -$52.1K 0.04% 341
2021
Q3 		$628K Buy
945
+74
+8% +$42.9K 0.05% 317
2021
Q2 		$492K Buy
+871
New +$483K 0.04% 342
2018
Q4 		– Sell
-2
Closed – – 1846
2018
Q3 		$0 Buy
+2
New +$631 ﹤0.01% 1886

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 $20.5B AUM 26.83% 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

Csenge Advisory Group's SIVB Position: Q1 2022 in Review

Csenge Advisory Group sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 871 shares — an estimated $492K sold.

Csenge Advisory Group first reported a position in SIVB in Q3 2018 and held it in 4 quarters. The position peaked at $628K in Q3 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Csenge Advisory Group reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Csenge Advisory Group sold 871 SVB Financial Group shares in Q1 2022, an estimated $492K.
  • Csenge Advisory Group first reported a position in SVB Financial Group in Q3 2018 and held it in 4 quarters.
  • Csenge Advisory Group's SVB Financial Group position peaked at $628K in Q3 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Csenge Advisory Group's 13F filing for Q1 2022, filed 9 May 2022.