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

Curi 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 Q3	–	Sell	-532	Closed	-$210K	–	751
2022 Q2	$210K	Buy	532 +12	+2%	+$5.65K	0.04%	113
2022 Q1	$290K	Hold	520	–	–	0.05%	87
2021 Q4	$352K	Hold	520	–	–	0.06%	83
2021 Q3	$336K	Sell	520 -272	-34%	-$158K	0.15%	58
2021 Q2	$440K	Hold	792	–	–	0.22%	47
2021 Q1	$390K	Hold	792	–	–	0.25%	46
2020 Q4	$307K	Buy	+792	New	+$257K	0.22%	58

Other funds holding SIVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's SIVB Position: Q3 2022 in Review

Curi Wealth Management sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 532 shares — an estimated $210K sold.

Curi Wealth Management first reported a position in SIVB in Q4 2020 and held it in 7 quarters. The position peaked at $440K in Q2 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Curi Wealth Management reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 532 SVB Financial Group shares in Q3 2022, an estimated $210K.
Curi Wealth Management first reported a position in SVB Financial Group in Q4 2020 and held it in 7 quarters.
Curi Wealth Management's SVB Financial Group position peaked at $440K in Q2 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.