MWM
SIVB

MorganRosel Wealth Management’s SVB Financial Group SIVB Stock Holding History

MorganRosel Wealth Management’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
-1,719
Closed -$962K – 102
2022
Q1 		$962K Buy
1,719
+83
+5% +$50.4K 0.47% 40
2021
Q4 		$1.11M Buy
1,636
+123
+8% +$86.6K 0.54% 32
2021
Q3 		$979K Buy
+1,513
New +$877K 0.53% 31

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

MorganRosel Wealth Management's SIVB Position: Q2 2022 in Review

MorganRosel Wealth Management sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 1,719 shares — an estimated $962K sold.

MorganRosel Wealth Management first reported a position in SIVB in Q3 2021 and held it in 3 quarters. The position peaked at $1.11M in Q4 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • MorganRosel Wealth Management reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,719 SVB Financial Group shares in Q2 2022, an estimated $962K.
  • MorganRosel Wealth Management first reported a position in SVB Financial Group in Q3 2021 and held it in 3 quarters.
  • MorganRosel Wealth Management's SVB Financial Group position peaked at $1.11M in Q4 2021.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on MorganRosel Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.