MFGM
SIVB

Marshall Financial Group (Maryland)’s SVB Financial Group SIVB Stock Holding History

Marshall Financial Group (Maryland)’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 		– Sell
-1,356
Closed -$759K – 222
2022
Q1 		$759K Buy
1,356
+11
+0.8% +$6.68K 0.31% 120
2021
Q4 		$912K Sell
1,345
-22
-2% -$15.5K 0.34% 110
2021
Q3 		$884K Buy
1,367
+119
+10% +$69K 0.46% 69
2021
Q2 		$694K Buy
+1,248
New +$692K 0.37% 93

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SIVB Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 1,356 shares — an estimated $759K sold.

Marshall Financial Group (Maryland) first reported a position in SIVB in Q2 2021 and held it in 4 quarters. The position peaked at $912K in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 1,356 SVB Financial Group shares in Q2 2022, an estimated $759K.
  • Marshall Financial Group (Maryland) first reported a position in SVB Financial Group in Q2 2021 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s SVB Financial Group position peaked at $912K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.