CWA Asset Management Group’s SVB Financial Group SIVB Stock Holding History

CWA Asset Management 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 Q3	–	Sell	-705	Closed	-$278K	–	329
2022 Q2	$278K	Sell	705 -150	-18%	-$70.7K	0.03%	240
2022 Q1	$478K	Sell	855 -281	-25%	-$171K	0.04%	189
2021 Q4	$770K	Sell	1,136 -7,139	-86%	-$5.03M	0.06%	150
2021 Q3	$5.35M	Sell	8,275 -945	-10%	-$548K	0.42%	65
2021 Q2	$5.21M	Sell	9,220 -4,401	-32%	-$2.44M	0.42%	67
2021 Q1	$6.72M	Buy	13,621 +516	+4%	+$254K	0.61%	51
2020 Q4	$5.08M	Sell	13,105 -17	-0.1%	-$5.51K	0.53%	57
2020 Q3	$3.16M	Buy	+13,122	New	+$3.09M	0.42%	59

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

CWA Asset Management Group's SIVB Position: Q3 2022 in Review

CWA Asset Management Group sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 705 shares — an estimated $278K sold.

CWA Asset Management Group first reported a position in SIVB in Q3 2020 and held it in 8 quarters. The position peaked at $6.72M in Q1 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

CWA Asset Management Group reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
CWA Asset Management Group sold 705 SVB Financial Group shares in Q3 2022, an estimated $278K.
CWA Asset Management Group first reported a position in SVB Financial Group in Q3 2020 and held it in 8 quarters.
CWA Asset Management Group's SVB Financial Group position peaked at $6.72M in Q1 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on CWA Asset Management Group's 13F filing for Q3 2022, filed 9 Nov 2022.