DA
SIVB

Duality Advisers’s SVB Financial Group SIVB Stock Holding History

Duality Advisers’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
-2,185
Closed -$734K – 822
2022
Q3 		$734K Sell
2,185
-5,235
-71% -$2.11M 0.08% 350
2022
Q2 		$2.93M Buy
7,420
+6,792
+1,082% +$3.2M 0.29% 115
2022
Q1 		$351K Buy
+628
New +$381K 0.04% 528

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

Duality Advisers's SIVB Position: Q4 2022 in Review

Duality Advisers sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 2,185 shares — an estimated $734K sold.

Duality Advisers first reported a position in SIVB in Q1 2022 and held it in 3 quarters. The position peaked at $2.93M in Q2 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Duality Advisers reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Duality Advisers sold 2,185 SVB Financial Group shares in Q4 2022, an estimated $734K.
  • Duality Advisers first reported a position in SVB Financial Group in Q1 2022 and held it in 3 quarters.
  • Duality Advisers's SVB Financial Group position peaked at $2.93M in Q2 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Duality Advisers's 13F filing for Q4 2022, filed 7 Feb 2023.