FMP
SIVB

Financial Management Professionals’s SVB Financial Group SIVB Stock Holding History

Financial Management Professionals’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
-13
Closed -$5K – 1171
2022
Q2 		$5K Sell
13
-3
-19% -$1.41K ﹤0.01% 634
2022
Q1 		$9K Buy
16
+1
+7% +$607 ﹤0.01% 558
2021
Q4 		$10K Hold
15
– – ﹤0.01% 493
2021
Q3 		$10K Hold
15
– – ﹤0.01% 489
2021
Q2 		$8K Buy
+15
New +$8.32K ﹤0.01% 450

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

Financial Management Professionals's SIVB Position: Q3 2022 in Review

Financial Management Professionals sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 13 shares — an estimated $5K sold.

Financial Management Professionals first reported a position in SIVB in Q2 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Financial Management Professionals reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Financial Management Professionals sold 13 SVB Financial Group shares in Q3 2022, an estimated $5K.
  • Financial Management Professionals first reported a position in SVB Financial Group in Q2 2021 and held it in 5 quarters.
  • Financial Management Professionals's SVB Financial Group position peaked at $10K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Financial Management Professionals's 13F filing for Q3 2022, filed 27 Oct 2022.