Integrated Advisors Network’s SVB Financial Group SIVB Stock Holding History

Integrated Advisors Network’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	-866	Closed	-$291K	–	699
2022 Q3	$291K	Buy	866 +25	+3%	+$10.1K	0.02%	514
2022 Q2	$332K	Buy	841 +40	+5%	+$18.8K	0.02%	503
2022 Q1	$448K	Sell	801 -24	-3%	-$14.6K	0.03%	466
2021 Q4	$560K	Buy	825 +68	+9%	+$47.9K	0.03%	395
2021 Q3	$490K	Buy	757 +25	+3%	+$14.5K	0.03%	405
2021 Q2	$407K	Buy	732 +10	+1%	+$5.55K	0.03%	399
2021 Q1	$356K	Buy	722 +159	+28%	+$78.2K	0.03%	391
2020 Q4	$218K	Buy	+563	New	+$182K	0.02%	455

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

Integrated Advisors Network's SIVB Position: Q4 2022 in Review

Integrated Advisors Network sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 866 shares — an estimated $291K sold.

Integrated Advisors Network first reported a position in SIVB in Q4 2020 and held it in 8 quarters. The position peaked at $560K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Integrated Advisors Network reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Integrated Advisors Network sold 866 SVB Financial Group shares in Q4 2022, an estimated $291K.
Integrated Advisors Network first reported a position in SVB Financial Group in Q4 2020 and held it in 8 quarters.
Integrated Advisors Network's SVB Financial Group position peaked at $560K in Q4 2021.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Integrated Advisors Network's 13F filing for Q4 2022, filed 27 Jan 2023.