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

NXG 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	–	Sell	-1,437	Closed	-$568K	–	101
2022 Q2	$568K	Sell	1,437 -56	-4%	-$26.4K	0.06%	63
2022 Q1	$835K	Sell	1,493 -124	-8%	-$75.3K	0.07%	63
2021 Q4	$1.1M	Sell	1,617 -441	-21%	-$311K	0.11%	69
2021 Q3	$1.33M	Buy	2,058 +4	+0.2%	+$2.32K	0.13%	62
2021 Q2	$1.14M	Sell	2,054 -51	-2%	-$28.3K	0.11%	74
2021 Q1	$1.04M	Sell	2,105 -931	-31%	-$458K	0.12%	78
2020 Q4	$1.18M	Sell	3,036 -261	-8%	-$84.6K	0.13%	82
2020 Q3	$793K	Buy	3,297 +148	+5%	+$34.8K	0.11%	65
2020 Q2	$679K	Buy	+3,149	New	+$606K	0.08%	81

Other funds holding SIVB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

NXG Investment Management sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 1,437 shares — an estimated $568K sold.

NXG Investment Management first reported a position in SIVB in Q2 2020 and held it in 9 quarters. The position peaked at $1.33M in Q3 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

NXG Investment Management reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
NXG Investment Management sold 1,437 SVB Financial Group shares in Q3 2022, an estimated $568K.
NXG Investment Management first reported a position in SVB Financial Group in Q2 2020 and held it in 9 quarters.
NXG Investment Management's SVB Financial Group position peaked at $1.33M in Q3 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on NXG Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.