FFM
SIVB

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

Forum Financial 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
-741
Closed -$249K – 612
2022
Q3 		$249K Hold
741
– – 0.01% 412
2022
Q2 		$293K Buy
741
+12
+2% +$5.65K 0.01% 366
2022
Q1 		$407K Hold
729
– – 0.02% 291
2021
Q4 		$494K Buy
+729
New +$514K 0.03% 254

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

Forum Financial Management's SIVB Position: Q4 2022 in Review

Forum Financial Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 741 shares — an estimated $249K sold.

Forum Financial Management first reported a position in SIVB in Q4 2021 and held it in 4 quarters. The position peaked at $494K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Forum Financial Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Forum Financial Management sold 741 SVB Financial Group shares in Q4 2022, an estimated $249K.
  • Forum Financial Management first reported a position in SVB Financial Group in Q4 2021 and held it in 4 quarters.
  • Forum Financial Management's SVB Financial Group position peaked at $494K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Forum Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.