MCP
SIVB

Mirador Capital Partners’s SVB Financial Group SIVB Stock Holding History

Mirador Capital Partners’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
-1,046
Closed -$351K – 208
2022
Q3 		$351K Buy
1,046
+136
+15% +$54.7K 0.08% 142
2022
Q2 		$359K Buy
+910
New +$429K 0.08% 148
2022
Q1 		– Sell
-332
Closed -$225K – 226
2021
Q4 		$225K Buy
+332
New +$234K 0.05% 197

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

Mirador Capital Partners's SIVB Position: Q4 2022 in Review

Mirador Capital Partners sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 1,046 shares — an estimated $351K sold.

Mirador Capital Partners first reported a position in SIVB in Q4 2021 and held it in 3 quarters. The position peaked at $359K in Q2 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Mirador Capital Partners reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Mirador Capital Partners sold 1,046 SVB Financial Group shares in Q4 2022, an estimated $351K.
  • Mirador Capital Partners first reported a position in SVB Financial Group in Q4 2021 and held it in 3 quarters.
  • Mirador Capital Partners's SVB Financial Group position peaked at $359K in Q2 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Mirador Capital Partners's 13F filing for Q4 2022, filed 10 Feb 2023.