HNWAG
SIVB

High Net Worth Advisory Group’s SVB Financial Group SIVB Stock Holding History

High Net Worth Advisory Group’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
-50
Closed -$17K – 716
2022
Q3 		$17K Hold
50
– – 0.01% 479
2022
Q2 		$20K Buy
50
+35
+233% +$16.5K 0.01% 454
2022
Q1 		$8K Hold
15
– – ﹤0.01% 559
2021
Q4 		$10K Buy
+15
New +$10.6K ﹤0.01% 550

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

High Net Worth Advisory Group's SIVB Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 50 shares — an estimated $17K sold.

High Net Worth Advisory Group first reported a position in SIVB in Q4 2021 and held it in 4 quarters. The position peaked at $20K in Q2 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 50 SVB Financial Group shares in Q4 2022, an estimated $17K.
  • High Net Worth Advisory Group first reported a position in SVB Financial Group in Q4 2021 and held it in 4 quarters.
  • High Net Worth Advisory Group's SVB Financial Group position peaked at $20K in Q2 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.