Gerber Kawasaki Wealth & Investment Management’s SVB Financial Group SIVB Stock Holding History

Gerber Kawasaki Wealth & Investment 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 Q3	–	Sell	-2,293	Closed	-$904K	–	266
2022 Q2	$904K	Sell	2,293 -1,096	-32%	-$516K	0.09%	119
2022 Q1	$1.92M	Sell	3,389 -4,899	-59%	-$2.97M	0.16%	81
2021 Q4	$5.66M	Buy	8,288 +8,181	+7,646%	+$5.76M	0.45%	44
2021 Q3	$73K	Buy	+107	New	+$62K	0.01%	274

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SIVB Position: Q3 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 2,293 shares — an estimated $904K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SIVB in Q3 2021 and held it in 4 quarters. The position peaked at $5.66M in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Gerber Kawasaki Wealth & Investment Management reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 2,293 SVB Financial Group shares in Q3 2022, an estimated $904K.
Gerber Kawasaki Wealth & Investment Management first reported a position in SVB Financial Group in Q3 2021 and held it in 4 quarters.
Gerber Kawasaki Wealth & Investment Management's SVB Financial Group position peaked at $5.66M in Q4 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.