PWS
SIVB

Paragon Wealth Strategies’s SVB Financial Group SIVB Stock Holding History

Paragon Wealth Strategies’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
-33
Closed -$11K – 282
2022
Q3 		$11K Buy
+33
New +$13.3K 0.01% 103
2021
Q3 		– Sell
-33
Closed -$18K – 296
2021
Q2 		$18K Buy
+33
New +$18.3K ﹤0.01% 149

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

Paragon Wealth Strategies's SIVB Position: Q4 2022 in Review

Paragon Wealth Strategies sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 33 shares — an estimated $11K sold.

Paragon Wealth Strategies first reported a position in SIVB in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Paragon Wealth Strategies reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Paragon Wealth Strategies sold 33 SVB Financial Group shares in Q4 2022, an estimated $11K.
  • Paragon Wealth Strategies first reported a position in SVB Financial Group in Q2 2021 and held it in 2 quarters.
  • Paragon Wealth Strategies's SVB Financial Group position peaked at $18K in Q2 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Paragon Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.