Pflug Koory’s SVB Financial Group SIVB Stock Holding History

Pflug Koory’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	-17	Closed	-$6K	–	467
2022 Q3	$6K	Buy	+17	New	+$6.84K	﹤0.01%	393

Other funds holding SIVB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pflug Koory's SIVB Position: Q4 2022 in Review

Pflug Koory sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 17 shares — an estimated $6K sold.

Pflug Koory first reported a position in SIVB in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Pflug Koory reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Pflug Koory sold 17 SVB Financial Group shares in Q4 2022, an estimated $6K.
Pflug Koory first reported a position in SVB Financial Group in Q3 2022 and held it in 1 quarter.
Pflug Koory's SVB Financial Group position peaked at $6K in Q3 2022.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Pflug Koory's 13F filing for Q4 2022, filed 18 Jan 2023.