CI
SIVB

CX Institutional’s SVB Financial Group SIVB Stock Holding History

CX Institutional’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
-60
Closed -$24K – 1195
2022
Q2 		$24K Buy
+60
New +$28.3K ﹤0.01% 813
2021
Q4 		– Sell
-61
Closed -$39K – 965
2021
Q3 		$39K Buy
61
+2
+3% +$1.16K ﹤0.01% 625
2021
Q2 		$33K Buy
59
+3
+5% +$1.66K ﹤0.01% 647
2021
Q1 		$28K Buy
56
+6
+12% +$2.95K ﹤0.01% 613
2020
Q4 		$19K Buy
50
+33
+194% +$10.7K ﹤0.01% 626
2020
Q3 		$4K Sell
17
-14
-45% -$3.29K ﹤0.01% 778
2020
Q2 		$7K Buy
31
+9
+41% +$1.73K ﹤0.01% 636
2020
Q1 		$3K Buy
22
+13
+144% +$2.86K ﹤0.01% 647
2019
Q4 		$2K Buy
9
+1
+13% +$227 ﹤0.01% 694
2019
Q3 		$2K Sell
8
-9
-53% -$1.89K ﹤0.01% 757
2019
Q2 		$4K Sell
17
-10
-37% -$2.31K ﹤0.01% 675
2019
Q1 		$6K Buy
+27
New +$6.29K ﹤0.01% 534

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CX Institutional's SIVB Position: Q3 2022 in Review

CX Institutional sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 60 shares — an estimated $24K sold.

CX Institutional first reported a position in SIVB in Q1 2019 and held it in 12 quarters. The position peaked at $39K in Q3 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • CX Institutional reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 60 SVB Financial Group shares in Q3 2022, an estimated $24K.
  • CX Institutional first reported a position in SVB Financial Group in Q1 2019 and held it in 12 quarters.
  • CX Institutional's SVB Financial Group position peaked at $39K in Q3 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.