LWA
SIVB

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

Lineweaver 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 		– Sell
-331
Closed -$224K – 146
2021
Q4 		$224K Sell
331
-30
-8% -$21.1K 0.06% 123
2021
Q3 		$233K Hold
361
– – 0.07% 125
2021
Q2 		$200K Buy
+361
New +$200K 0.07% 120

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lineweaver Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 331 shares — an estimated $224K sold.

Lineweaver Wealth Advisors first reported a position in SIVB in Q2 2021 and held it in 3 quarters. The position peaked at $233K in Q3 2021. 806 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Lineweaver Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 331 SVB Financial Group shares in Q1 2022, an estimated $224K.
  • Lineweaver Wealth Advisors first reported a position in SVB Financial Group in Q2 2021 and held it in 3 quarters.
  • Lineweaver Wealth Advisors's SVB Financial Group position peaked at $233K in Q3 2021.
  • 806 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.