DWT
SIVB

Dorsey & Whitney Trust’s SVB Financial Group SIVB Stock Holding History

Dorsey & Whitney Trust’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
-702
Closed -$278K – 581
2022
Q2 		$278K Sell
702
-5
-0.7% -$2.35K 0.03% 420
2022
Q1 		$396K Sell
707
-20
-3% -$12.1K 0.03% 348
2021
Q4 		$493K Buy
727
+84
+13% +$59.2K 0.04% 300
2021
Q3 		$416K Sell
643
-57
-8% -$33.1K 0.04% 324
2021
Q2 		$389K Sell
700
-6
-0.8% -$3.33K 0.04% 339
2021
Q1 		$349K Sell
706
-196
-22% -$96.4K 0.03% 356
2020
Q4 		$350K Buy
902
+30
+3% +$9.72K 0.04% 308
2020
Q3 		$210K Sell
872
-126
-13% -$29.6K 0.03% 385
2020
Q2 		$215K Buy
+998
New +$192K 0.03% 381

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 $23.8B AUM 34.25% 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

Dorsey & Whitney Trust's SIVB Position: Q3 2022 in Review

Dorsey & Whitney Trust sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 702 shares — an estimated $278K sold.

Dorsey & Whitney Trust first reported a position in SIVB in Q2 2020 and held it in 9 quarters. The position peaked at $493K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Dorsey & Whitney Trust reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 702 SVB Financial Group shares in Q3 2022, an estimated $278K.
  • Dorsey & Whitney Trust first reported a position in SVB Financial Group in Q2 2020 and held it in 9 quarters.
  • Dorsey & Whitney Trust's SVB Financial Group position peaked at $493K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Dorsey & Whitney Trust's 13F filing for Q3 2022, filed 14 Nov 2022.