LWM
SIVB

Liberty Wealth Management’s SVB Financial Group SIVB Stock Holding History

Liberty 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
2021
Q4 		– Sell
-33
Closed -$22K – 1226
2021
Q3 		$22K Buy
33
+4
+14% +$2.32K 0.01% 625
2021
Q2 		$16K Sell
29
-2
-6% -$1.11K 0.01% 560
2021
Q1 		$14K Hold
31
– – 0.01% 536
2020
Q4 		$14K Hold
31
– – 0.01% 533
2020
Q3 		$7K Hold
31
– – ﹤0.01% 583
2020
Q2 		$7K Hold
31
– – ﹤0.01% 561
2020
Q1 		$5K Buy
31
+2
+7% +$440 ﹤0.01% 600
2019
Q4 		$7K Hold
29
– – 0.01% 631
2019
Q3 		$6K Hold
29
– – 0.01% 621
2019
Q2 		$7K Hold
29
– – 0.01% 613
2019
Q1 		$6K Buy
29
+4
+16% +$931 ﹤0.01% 533
2018
Q4 		$4K Buy
+25
New +$6.11K ﹤0.01% 616

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Liberty Wealth Management's SIVB Position: Q4 2021 in Review

Liberty Wealth Management sold out of SVB Financial Group (SIVB) in Q4 2021, closing a stake of 33 shares — an estimated $22K sold.

Liberty Wealth Management first reported a position in SIVB in Q4 2018 and held it in 12 quarters. The position peaked at $22K in Q3 2021. 874 funds tracked by Wall St. Rank hold SIVB as of Q4 2021.

  • Liberty Wealth Management reported no remaining SVB Financial Group position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 33 SVB Financial Group shares in Q4 2021, an estimated $22K.
  • Liberty Wealth Management first reported a position in SVB Financial Group in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's SVB Financial Group position peaked at $22K in Q3 2021.
  • 874 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.