EWM
SIVB

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

Evermay 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
-22
Closed -$7K – 606
2022
Q3 		$7K Hold
22
– – ﹤0.01% 434
2022
Q2 		$9K Hold
22
– – ﹤0.01% 413
2022
Q1 		$12K Sell
22
-13
-37% -$7.89K ﹤0.01% 407
2021
Q4 		$24K Hold
35
– – ﹤0.01% 342
2021
Q3 		$23K Buy
+35
New +$20.3K ﹤0.01% 325

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 $20.5B AUM 26.83% 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

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

Evermay Wealth Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 22 shares — an estimated $7K sold.

Evermay Wealth Management first reported a position in SIVB in Q3 2021 and held it in 5 quarters. The position peaked at $24K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Evermay Wealth Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 22 SVB Financial Group shares in Q4 2022, an estimated $7K.
  • Evermay Wealth Management first reported a position in SVB Financial Group in Q3 2021 and held it in 5 quarters.
  • Evermay Wealth Management's SVB Financial Group position peaked at $24K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.