Gradient Investments’s SVB Financial Group SIVB Stock Holding History

Gradient Investments’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	-17	Closed	-$6K	–	1707
2022 Q3	$6K	Buy	17 +16	+1,600%	+$6.44K	﹤0.01%	943
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1446
2022 Q1	$1K	Sell	1 -50	-98%	-$30.3K	﹤0.01%	1161
2021 Q4	$35K	Buy	51 +50	+5,000%	+$35.2K	﹤0.01%	557
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	1128
2021 Q2	$1K	Hold	1	–	–	﹤0.01%	1136
2021 Q1	$0	Hold	1	–	–	﹤0.01%	1359
2020 Q4	$0	Hold	1	–	–	﹤0.01%	1211
2020 Q3	$0	Hold	1	–	–	﹤0.01%	1268
2020 Q2	$0	Hold	1	–	–	﹤0.01%	1283
2020 Q1	$0	Hold	1	–	–	﹤0.01%	1329
2019 Q4	$0	Hold	1	–	–	﹤0.01%	1326
2019 Q3	$0	Sell	1 -2	-67%	-$419	﹤0.01%	1299
2019 Q2	$1K	Buy	+3	New	+$694	﹤0.01%	1007
2018 Q1	–	Sell	-3	Closed	-$1K	–	1245
2017 Q4	$1K	Buy	+3	New	+$639	﹤0.01%	997

Other funds holding SIVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gradient Investments's SIVB Position: Q4 2022 in Review

Gradient Investments sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 17 shares — an estimated $6K sold.

Gradient Investments first reported a position in SIVB in Q4 2017 and held it in 15 quarters. The position peaked at $35K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Gradient Investments reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 17 SVB Financial Group shares in Q4 2022, an estimated $6K.
Gradient Investments first reported a position in SVB Financial Group in Q4 2017 and held it in 15 quarters.
Gradient Investments's SVB Financial Group position peaked at $35K in Q4 2021.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.