EW
SIVB

Evoke Wealth’s SVB Financial Group SIVB Stock Holding History

Evoke Wealth’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
-29
Closed -$10K – 1241
2022
Q3 		$10K Sell
29
-8
-22% -$3.22K ﹤0.01% 763
2022
Q2 		$15K Hold
37
– – ﹤0.01% 711
2022
Q1 		$21K Buy
37
+10
+37% +$6.07K ﹤0.01% 652
2021
Q4 		$18K Sell
27
-3
-10% -$2.11K ﹤0.01% 698
2021
Q3 		$19K Sell
30
-7
-19% -$4.06K ﹤0.01% 648
2021
Q2 		$21K Buy
37
+6
+19% +$3.33K ﹤0.01% 655
2021
Q1 		$15K Hold
31
– – ﹤0.01% 637
2020
Q4 		$12K Hold
31
– – ﹤0.01% 567
2020
Q3 		$7K Hold
31
– – ﹤0.01% 617
2020
Q2 		$7K Buy
31
+2
+7% +$385 ﹤0.01% 615
2020
Q1 		$4.38K Sell
29
-484
-94% -$107K ﹤0.01% 640
2019
Q4 		$129K Buy
513
+114
+29% +$25.9K 0.02% 291
2019
Q3 		$83.4K Buy
+399
New +$83.6K 0.01% 399

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

Evoke Wealth's SIVB Position: Q4 2022 in Review

Evoke Wealth sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 29 shares — an estimated $10K sold.

Evoke Wealth first reported a position in SIVB in Q3 2019 and held it in 13 quarters. The position peaked at $129K in Q4 2019. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Evoke Wealth reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 29 SVB Financial Group shares in Q4 2022, an estimated $10K.
  • Evoke Wealth first reported a position in SVB Financial Group in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's SVB Financial Group position peaked at $129K in Q4 2019.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.