DWM
SIVB

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

Dakota 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
Q4 		– Sell
-754
Closed -$253K – 673
2022
Q3 		$253K Hold
754
– – 0.02% 452
2022
Q2 		$298K Hold
754
– – 0.03% 375
2022
Q1 		$422K Sell
754
-10
-1% -$6.07K 0.03% 313
2021
Q4 		$518K Sell
764
-3
-0.4% -$2.11K 0.05% 235
2021
Q3 		$496K Hold
767
– – 0.06% 227
2021
Q2 		$427K Hold
767
– – 0.05% 242
2021
Q1 		$379K Buy
767
+67
+10% +$33K 0.05% 239
2020
Q4 		$271K Buy
+700
New +$227K 0.04% 271

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

Dakota Wealth Management's SIVB Position: Q4 2022 in Review

Dakota Wealth Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 754 shares — an estimated $253K sold.

Dakota Wealth Management first reported a position in SIVB in Q4 2020 and held it in 8 quarters. The position peaked at $518K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Dakota Wealth Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Dakota Wealth Management sold 754 SVB Financial Group shares in Q4 2022, an estimated $253K.
  • Dakota Wealth Management first reported a position in SVB Financial Group in Q4 2020 and held it in 8 quarters.
  • Dakota Wealth Management's SVB Financial Group position peaked at $518K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Dakota Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.