NuWave Investment Management’s SVB Financial Group SIVB Stock Holding History

NuWave Investment 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 Q3	$51K	Buy	+151	New	+$60.8K	0.06%	238
2022 Q1	–	Sell	-198	Closed	-$134K	–	407
2021 Q4	$134K	Buy	+198	New	+$139K	0.15%	182
2021 Q3	–	Sell	-1,132	Closed	-$630K	–	457
2021 Q2	$630K	Buy	1,132 +398	+54%	+$221K	0.7%	41
2021 Q1	$362K	Buy	+734	New	+$361K	0.46%	75
2020 Q4	–	Sell	-113	Closed	-$27K	–	560
2020 Q3	$27K	Buy	+113	New	+$26.6K	0.04%	281

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NuWave Investment Management's SIVB Position: Q3 2022 in Review

NuWave Investment Management opened a new position in SVB Financial Group (SIVB) in Q3 2022: 151 shares worth $51K. The stake represents 0.06% of the portfolio and ranks #238 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in SIVB as recently as Q4 2021.

NuWave Investment Management first reported a position in SIVB in Q3 2020 and has held it in 5 quarters since. The position peaked at $630K in Q2 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

NuWave Investment Management held 151 shares of SVB Financial Group worth $51K as of Q3 2022.
SVB Financial Group was a new NuWave Investment Management position in Q3 2022.
SVB Financial Group made up 0.06% of NuWave Investment Management's portfolio in Q3 2022, its #238 holding.
NuWave Investment Management first reported a position in SVB Financial Group in Q3 2020 and has held it in 5 quarters since.
NuWave Investment Management's SVB Financial Group position peaked at $630K in Q2 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.