OC
SIVB

Oppenheimer & Co’s SVB Financial Group SIVB Stock Holding History

Oppenheimer & Co’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
-636
Closed -$214K – 1463
2022
Q3 		$214K Buy
+636
New +$256K 0.01% 1205
2022
Q2 		– Sell
-361
Closed -$202K – 1576
2022
Q1 		$202K Sell
361
-2,511
-87% -$1.52M ﹤0.01% 1353
2021
Q4 		$1.95M Buy
2,872
+853
+42% +$601K 0.03% 518
2021
Q3 		$1.31M Buy
2,019
+243
+14% +$141K 0.02% 647
2021
Q2 		$988K Sell
1,776
-32
-2% -$17.8K 0.02% 757
2021
Q1 		$893K Sell
1,808
-976
-35% -$480K 0.02% 742
2020
Q4 		$1.08M Buy
2,784
+1,681
+152% +$545K 0.02% 625
2020
Q3 		$265K Buy
+1,103
New +$259K 0.01% 1043

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

Oppenheimer & Co's SIVB Position: Q4 2022 in Review

Oppenheimer & Co sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 636 shares — an estimated $214K sold.

Oppenheimer & Co first reported a position in SIVB in Q3 2020 and held it in 8 quarters. The position peaked at $1.95M in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Oppenheimer & Co reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 636 SVB Financial Group shares in Q4 2022, an estimated $214K.
  • Oppenheimer & Co first reported a position in SVB Financial Group in Q3 2020 and held it in 8 quarters.
  • Oppenheimer & Co's SVB Financial Group position peaked at $1.95M in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Oppenheimer & Co's 13F filing for Q4 2022, filed 8 Feb 2023.