MFA
SIVB

Mayflower Financial Advisors’s SVB Financial Group SIVB Stock Holding History

Mayflower Financial 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
Q4 		– Sell
-834
Closed -$280K – 371
2022
Q3 		$280K Buy
834
+11
+1% +$4.43K 0.05% 257
2022
Q2 		$325K Sell
823
-2
-0.2% -$942 0.05% 240
2022
Q1 		$462K Sell
825
-50
-6% -$30.3K 0.06% 210
2021
Q4 		$593K Buy
875
+37
+4% +$26.1K 0.08% 177
2021
Q3 		$587K Buy
838
+441
+111% +$256K 0.08% 172
2021
Q2 		$221K Buy
+397
New +$220K 0.03% 288

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mayflower Financial Advisors's SIVB Position: Q4 2022 in Review

Mayflower Financial Advisors sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 834 shares — an estimated $280K sold.

Mayflower Financial Advisors first reported a position in SIVB in Q2 2021 and held it in 6 quarters. The position peaked at $593K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Mayflower Financial Advisors reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Mayflower Financial Advisors sold 834 SVB Financial Group shares in Q4 2022, an estimated $280K.
  • Mayflower Financial Advisors first reported a position in SVB Financial Group in Q2 2021 and held it in 6 quarters.
  • Mayflower Financial Advisors's SVB Financial Group position peaked at $593K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Mayflower Financial Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.