Patriot Financial Group Insurance Agency’s SVB Financial Group SIVB Stock Holding History

Patriot Financial Group Insurance Agency’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	Closed	–	–	2127
2022 Q2	$0	Sell	1 -9	-90%	-$4.24K	﹤0.01%	2244
2022 Q1	$6K	Buy	10 +7	+233%	+$4.25K	﹤0.01%	1577
2021 Q4	$2K	Buy	+3	New	+$2.11K	﹤0.01%	1998
2020 Q1	–	Sell	-8	Closed	-$2K	–	1825
2019 Q4	$2K	Sell	8 -96	-92%	-$21.8K	﹤0.01%	1160
2019 Q3	$22K	Sell	104 -11	-10%	-$2.31K	0.01%	629
2019 Q2	$25K	Buy	115 +112	+3,733%	+$25.9K	0.01%	583
2019 Q1	$1K	Buy	+3	New	+$699	﹤0.01%	1215

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 $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $717B AUM 35.42% 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 $1.88T AUM 44.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SIVB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 1 share.

Patriot Financial Group Insurance Agency first reported a position in SIVB in Q1 2019 and held it in 7 quarters. The position peaked at $25K in Q2 2019. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1 SVB Financial Group share in Q3 2022.
Patriot Financial Group Insurance Agency first reported a position in SVB Financial Group in Q1 2019 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's SVB Financial Group position peaked at $25K in Q2 2019.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.