IAA
SIVB

Independent Advisor Alliance’s SVB Financial Group SIVB Stock Holding History

Independent Advisor Alliance’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
-1,274
Closed -$428K – 658
2022
Q3 		$428K Sell
1,274
-112
-8% -$45.1K 0.03% 409
2022
Q2 		$547K Sell
1,386
-106
-7% -$49.9K 0.03% 354
2022
Q1 		$835K Sell
1,492
-162
-10% -$98.3K 0.04% 306
2021
Q4 		$1.12M Sell
1,654
-10
-0.6% -$7.04K 0.06% 262
2021
Q3 		$1.08M Sell
1,664
-208
-11% -$121K 0.06% 253
2021
Q2 		$1.04M Sell
1,872
-11,487
-86% -$6.37M 0.06% 275
2021
Q1 		$6.59M Buy
13,359
+11,470
+607% +$5.64M 0.39% 67
2020
Q4 		$733K Sell
1,889
-31
-2% -$10K 0.05% 274
2020
Q3 		$462K Buy
1,920
+81
+4% +$19.1K 0.04% 313
2020
Q2 		$396K Buy
+1,839
New +$354K 0.04% 314

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

Independent Advisor Alliance's SIVB Position: Q4 2022 in Review

Independent Advisor Alliance sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 1,274 shares — an estimated $428K sold.

Independent Advisor Alliance first reported a position in SIVB in Q2 2020 and held it in 10 quarters. The position peaked at $6.59M in Q1 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Independent Advisor Alliance reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,274 SVB Financial Group shares in Q4 2022, an estimated $428K.
  • Independent Advisor Alliance first reported a position in SVB Financial Group in Q2 2020 and held it in 10 quarters.
  • Independent Advisor Alliance's SVB Financial Group position peaked at $6.59M in Q1 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Independent Advisor Alliance's 13F filing for Q4 2022, filed 13 Feb 2023.