PPWM
SIVB

PFG Private Wealth Management’s SVB Financial Group SIVB Stock Holding History

PFG Private Wealth 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
-395
Closed -$156K – 380
2022
Q2 		$156K Buy
+395
New +$186K 0.09% 69
2022
Q1 		– Sell
-137
Closed -$93K – 367
2021
Q4 		$93K Sell
137
-20
-13% -$14.1K 0.05% 129
2021
Q3 		$102K Buy
+157
New +$91K 0.06% 69

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PFG Private Wealth Management's SIVB Position: Q3 2022 in Review

PFG Private Wealth Management sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 395 shares — an estimated $156K sold.

PFG Private Wealth Management first reported a position in SIVB in Q3 2021 and held it in 3 quarters. The position peaked at $156K in Q2 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • PFG Private Wealth Management reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 395 SVB Financial Group shares in Q3 2022, an estimated $156K.
  • PFG Private Wealth Management first reported a position in SVB Financial Group in Q3 2021 and held it in 3 quarters.
  • PFG Private Wealth Management's SVB Financial Group position peaked at $156K in Q2 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on PFG Private Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.