Lenox Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

Lenox Wealth 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 Q1	$12K	Sell	24 -3	-11%	-$1.82K	﹤0.01%	461
2021 Q4	$18K	Buy	27 +3	+13%	+$2.11K	﹤0.01%	424
2021 Q3	$16K	Hold	24	–	–	﹤0.01%	407
2021 Q2	$13K	Hold	24	–	–	﹤0.01%	435
2021 Q1	$12K	Hold	24	–	–	﹤0.01%	390
2020 Q4	$9K	Hold	24	–	–	﹤0.01%	445
2020 Q3	$6K	Hold	24	–	–	﹤0.01%	432
2020 Q2	$5K	Hold	24	–	–	﹤0.01%	448
2020 Q1	$4K	Sell	24 -36	-60%	-$7.92K	﹤0.01%	472
2019 Q4	$15K	Hold	60	–	–	﹤0.01%	372
2019 Q3	$13K	Hold	60	–	–	﹤0.01%	341
2019 Q2	$13K	Hold	60	–	–	﹤0.01%	259
2019 Q1	$13K	Hold	60	–	–	﹤0.01%	252
2018 Q4	$11K	Sell	60 -42	-41%	-$10.3K	﹤0.01%	247
2018 Q3	$32K	Hold	102	–	–	0.01%	172
2018 Q2	$29K	Sell	102 -25	-20%	-$7.34K	0.01%	204
2018 Q1	$30K	Buy	127 +103	+429%	+$25.9K	0.01%	220
2017 Q4	$6K	Buy	+24	New	+$5.11K	﹤0.01%	211

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Lenox Wealth Advisors's SIVB Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its SVB Financial Group (SIVB) stake by 11% in Q1 2022, selling an estimated $1.82K and leaving 24 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Lenox Wealth Advisors first reported a position in SIVB in Q4 2017 and has held it in 18 quarters since. The position peaked at $32K in Q3 2018. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

Lenox Wealth Advisors held 24 shares of SVB Financial Group worth $12K as of Q1 2022.
Lenox Wealth Advisors sold 3 SVB Financial Group shares in Q1 2022, an estimated $1.82K.
SVB Financial Group made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #461 holding.
Lenox Wealth Advisors first reported a position in SVB Financial Group in Q4 2017 and has held it in 18 quarters since.
Lenox Wealth Advisors's SVB Financial Group position peaked at $32K in Q3 2018.
805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.