Lake Point Wealth Management’s SVB Financial Group SIVB Stock Holding History

Lake Point Wealth Management’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	$4K	Hold	10	–	–	﹤0.01%	264
2022 Q1	$6K	Hold	10	–	–	﹤0.01%	236
2021 Q4	$7K	Hold	10	–	–	﹤0.01%	236
2021 Q3	$6K	Hold	10	–	–	﹤0.01%	233
2021 Q2	$6K	Buy	+10	New	+$5.55K	﹤0.01%	236
2020 Q1	$2K	Hold	10	–	–	﹤0.01%	293
2019 Q4	$3K	Buy	+10	New	+$2.27K	﹤0.01%	453
2019 Q2	$2K	Hold	10	–	–	﹤0.01%	569
2019 Q1	$2K	Hold	10	–	–	﹤0.01%	567
2018 Q4	$2K	Buy	+10	New	+$2.44K	﹤0.01%	713

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's SIVB Position: Q2 2022 in Review

Lake Point Wealth Management held its SVB Financial Group (SIVB) position steady in Q2 2022 at 10 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Lake Point Wealth Management first reported a position in SIVB in Q4 2018 and has held it in 10 quarters since. The position peaked at $7K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Lake Point Wealth Management held 10 shares of SVB Financial Group worth $4K as of Q2 2022.
Lake Point Wealth Management left its SVB Financial Group share count unchanged in Q2 2022.
SVB Financial Group made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #264 holding.
Lake Point Wealth Management first reported a position in SVB Financial Group in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's SVB Financial Group position peaked at $7K in Q4 2021.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.