CFO
SIVB

CVA Family Office’s SVB Financial Group SIVB Stock Holding History

CVA Family Office’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 		– Sell
-20
Closed -$7K – 1033
2022
Q3 		$7K Hold
20
– – ﹤0.01% 688
2022
Q2 		$8K Sell
20
-40
-67% -$18.8K ﹤0.01% 691
2022
Q1 		$34K Buy
60
+35
+140% +$21.2K 0.01% 473
2021
Q4 		$17K Buy
+25
New +$17.6K ﹤0.01% 558
2021
Q3 		– Sell
-25
Closed -$14K – 964
2021
Q2 		$14K Sell
25
-5
-17% -$2.77K ﹤0.01% 600
2021
Q1 		$15K Buy
+30
New +$14.8K 0.01% 471

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

CVA Family Office's SIVB Position: Q4 2022 in Review

CVA Family Office sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 20 shares — an estimated $7K sold.

CVA Family Office first reported a position in SIVB in Q1 2021 and held it in 6 quarters. The position peaked at $34K in Q1 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • CVA Family Office reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • CVA Family Office sold 20 SVB Financial Group shares in Q4 2022, an estimated $7K.
  • CVA Family Office first reported a position in SVB Financial Group in Q1 2021 and held it in 6 quarters.
  • CVA Family Office's SVB Financial Group position peaked at $34K in Q1 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on CVA Family Office's 13F filing for Q4 2022, filed 22 Feb 2023.