Heritage Wealth Management (Arizona)’s SVB Financial Group SIVB Stock Holding History

Heritage Wealth Management (Arizona)’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	$5.98K	Buy	26 +13	+100%	+$3.23K	﹤0.01%	853
2022 Q3	$4K	Hold	13	–	–	﹤0.01%	804
2022 Q2	$5.13K	Hold	13	–	–	﹤0.01%	765
2022 Q1	$7K	Buy	+13	New	+$7.89K	﹤0.01%	768
2021 Q3	$8K	Hold	13	–	–	﹤0.01%	689
2021 Q2	$7K	Hold	13	–	–	﹤0.01%	714
2021 Q1	$6K	Buy	+13	New	+$6.39K	﹤0.01%	639

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 $23.8B AUM 34.25% 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

Heritage Wealth Management (Arizona)'s SIVB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its SVB Financial Group (SIVB) stake by 100% in Q4 2022, buying an estimated $3.23K and bringing the position to 26 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Heritage Wealth Management (Arizona) first reported a position in SIVB in Q1 2021 and has held it in 7 quarters since. The position peaked at $8K in Q3 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Heritage Wealth Management (Arizona) held 26 shares of SVB Financial Group worth $5.98K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 13 SVB Financial Group shares in Q4 2022, an estimated $3.23K.
SVB Financial Group made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #853 holding.
Heritage Wealth Management (Arizona) first reported a position in SVB Financial Group in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s SVB Financial Group position peaked at $8K in Q3 2021.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.