MW
SIVB

Milestone Wealth’s SVB Financial Group SIVB Stock Holding History

Milestone Wealth’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
Q3 		$27K Hold
80
– – 0.03% 137
2022
Q2 		$32K Hold
80
– – 0.03% 131
2022
Q1 		$54K Hold
80
– – 0.04% 131
2021
Q4 		$54K Buy
+80
New +$56.4K 0.04% 131

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $717B AUM 35.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Milestone Wealth's SIVB Position: Q3 2022 in Review

Milestone Wealth held its SVB Financial Group (SIVB) position steady in Q3 2022 at 80 shares worth $27K. The position accounts for 0.03% of the portfolio, ranked #137.

Milestone Wealth first reported a position in SIVB in Q4 2021 and has held it in 4 quarters since. The position peaked at $54K in Q1 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Milestone Wealth held 80 shares of SVB Financial Group worth $27K as of Q3 2022.
  • Milestone Wealth left its SVB Financial Group share count unchanged in Q3 2022.
  • SVB Financial Group made up 0.03% of Milestone Wealth's portfolio in Q3 2022, its #137 holding.
  • Milestone Wealth first reported a position in SVB Financial Group in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's SVB Financial Group position peaked at $54K in Q1 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.