KIA
SIVB

KCM Investment Advisors’s SVB Financial Group SIVB Stock Holding History

KCM Investment Advisors’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
-3,786
Closed -$1.27M – 400
2022
Q3 		$1.27M Sell
3,786
-191
-5% -$76.9K 0.06% 180
2022
Q2 		$1.57M Buy
3,977
+234
+6% +$110K 0.07% 179
2022
Q1 		$2.09M Buy
3,743
+145
+4% +$88K 0.08% 164
2021
Q4 		$2.44M Buy
3,598
+1,308
+57% +$921K 0.08% 157
2021
Q3 		$1.48M Buy
2,290
+544
+31% +$315K 0.06% 180
2021
Q2 		$972K Buy
1,746
+1,209
+225% +$671K 0.04% 208
2021
Q1 		$265K Buy
+537
New +$264K 0.01% 322
2017
Q3 		– Sell
-23,959
Closed -$4.21M – 550
2017
Q2 		$4.21M Sell
23,959
-541
-2% -$96.9K 0.26% 101
2017
Q1 		$4.56M Sell
24,500
-500
-2% -$90.9K 0.29% 92
2016
Q4 		$4.29M Buy
25,000
+1,400
+6% +$201K 0.29% 94
2016
Q3 		$2.61M Hold
23,600
– – 0.18% 135
2016
Q2 		$2.25M Buy
+23,600
New +$2.41M 0.16% 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
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

KCM Investment Advisors's SIVB Position: Q4 2022 in Review

KCM Investment Advisors sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 3,786 shares — an estimated $1.27M sold.

KCM Investment Advisors first reported a position in SIVB in Q2 2016 and held it in 12 quarters. The position peaked at $4.56M in Q1 2017. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • KCM Investment Advisors reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • KCM Investment Advisors sold 3,786 SVB Financial Group shares in Q4 2022, an estimated $1.27M.
  • KCM Investment Advisors first reported a position in SVB Financial Group in Q2 2016 and held it in 12 quarters.
  • KCM Investment Advisors's SVB Financial Group position peaked at $4.56M in Q1 2017.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on KCM Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.