Howe & Rusling’s SVB Financial Group SIVB Stock Holding History

Howe & Rusling’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	-2	Closed	-$1K	–	1139
2022 Q3	$1K	Buy	+2	New	+$805	﹤0.01%	1040

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

Howe & Rusling's SIVB Position: Q4 2022 in Review

Howe & Rusling sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 2 shares — an estimated $1K sold.

Howe & Rusling first reported a position in SIVB in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Howe & Rusling reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 2 SVB Financial Group shares in Q4 2022, an estimated $1K.
Howe & Rusling first reported a position in SVB Financial Group in Q3 2022 and held it in 1 quarter.
Howe & Rusling's SVB Financial Group position peaked at $1K in Q3 2022.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.