JSW
SIVB

Journey Strategic Wealth’s SVB Financial Group SIVB Stock Holding History

Journey Strategic Wealth’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
Q2 		– Sell
-361
Closed -$202K – 228
2022
Q1 		$202K Buy
361
+9
+3% +$5.46K 0.02% 164
2021
Q4 		$239K Buy
+352
New +$248K 0.02% 159

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Journey Strategic Wealth's SIVB Position: Q2 2022 in Review

Journey Strategic Wealth sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 361 shares — an estimated $202K sold.

Journey Strategic Wealth first reported a position in SIVB in Q4 2021 and held it in 2 quarters. The position peaked at $239K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Journey Strategic Wealth reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Journey Strategic Wealth sold 361 SVB Financial Group shares in Q2 2022, an estimated $202K.
  • Journey Strategic Wealth first reported a position in SVB Financial Group in Q4 2021 and held it in 2 quarters.
  • Journey Strategic Wealth's SVB Financial Group position peaked at $239K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Journey Strategic Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.