NW
SIVB

NewEdge Wealth’s SVB Financial Group SIVB Stock Holding History

NewEdge 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
Q4 		– Sell
-4,219
Closed -$1.42M – 578
2022
Q3 		$1.42M Sell
4,219
-227
-5% -$91.4K 0.07% 236
2022
Q2 		$1.76M Sell
4,446
-49
-1% -$23.1K 0.08% 204
2022
Q1 		$2.52M Sell
4,495
-1,235
-22% -$750K 0.11% 140
2021
Q4 		$3.89M Buy
+5,730
New +$4.04M 0.16% 121
2021
Q2 		– Sell
-435
Closed -$215K – 337
2021
Q1 		$215K Buy
+435
New +$214K 0.02% 281

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

NewEdge Wealth's SIVB Position: Q4 2022 in Review

NewEdge Wealth sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 4,219 shares — an estimated $1.42M sold.

NewEdge Wealth first reported a position in SIVB in Q1 2021 and held it in 5 quarters. The position peaked at $3.89M in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • NewEdge Wealth reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • NewEdge Wealth sold 4,219 SVB Financial Group shares in Q4 2022, an estimated $1.42M.
  • NewEdge Wealth first reported a position in SVB Financial Group in Q1 2021 and held it in 5 quarters.
  • NewEdge Wealth's SVB Financial Group position peaked at $3.89M in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on NewEdge Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.