FA
SIVB

FDx Advisors’s SVB Financial Group SIVB Stock Holding History

FDx Advisors’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
-801
Closed -$316K – 833
2022
Q2 		$316K Sell
801
-316
-28% -$149K 0.01% 610
2022
Q1 		$625K Buy
1,117
+31
+3% +$18.8K 0.02% 441
2021
Q4 		$737K Sell
1,086
-29
-3% -$20.4K 0.02% 425
2021
Q3 		$721K Sell
1,115
-13
-1% -$7.54K 0.02% 405
2021
Q2 		$628K Sell
1,128
-12
-1% -$6.66K 0.02% 447
2021
Q1 		$563K Buy
1,140
+344
+43% +$169K 0.02% 437
2020
Q4 		$309K Buy
+796
New +$258K 0.01% 563
2018
Q2 		– Sell
-4,619
Closed -$1.11M – 1193
2018
Q1 		$1.11M Sell
4,619
-134
-3% -$33.6K 0.03% 471
2017
Q4 		$1.11M Sell
4,753
-173
-4% -$36.9K 0.03% 517
2017
Q3 		$922K Sell
4,926
-265
-5% -$46.6K 0.03% 551
2017
Q2 		$913K Sell
5,191
-1,598
-24% -$286K 0.03% 546
2017
Q1 		$1.26M Sell
6,789
-380
-5% -$69.1K 0.04% 449
2016
Q4 		$1.23M Buy
7,169
+34
+0.5% +$4.88K 0.04% 455
2016
Q3 		$789K Buy
7,135
+981
+16% +$102K 0.03% 469
2016
Q2 		$586K Sell
6,154
-313
-5% -$32K 0.03% 544
2016
Q1 		$660K Buy
+6,467
New +$626K 0.03% 499

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

FDx Advisors's SIVB Position: Q3 2022 in Review

FDx Advisors sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 801 shares — an estimated $316K sold.

FDx Advisors first reported a position in SIVB in Q1 2016 and held it in 16 quarters. The position peaked at $1.26M in Q1 2017. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • FDx Advisors reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • FDx Advisors sold 801 SVB Financial Group shares in Q3 2022, an estimated $316K.
  • FDx Advisors first reported a position in SVB Financial Group in Q1 2016 and held it in 16 quarters.
  • FDx Advisors's SVB Financial Group position peaked at $1.26M in Q1 2017.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.