PWPS
SIVB

Pinnacle Wealth Planning Services’s SVB Financial Group SIVB Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		– Sell
-397
Closed -$222K – 495
2022
Q1 		$222K Buy
+397
New +$241K 0.04% 349
2021
Q1 		– Sell
-141
Closed -$55K – 2311
2020
Q4 		$55K Buy
+141
New +$45.7K 0.01% 751

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Pinnacle Wealth Planning Services's SIVB Position: Q2 2022 in Review

Pinnacle Wealth Planning Services sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 397 shares — an estimated $222K sold.

Pinnacle Wealth Planning Services first reported a position in SIVB in Q4 2020 and held it in 2 quarters. The position peaked at $222K in Q1 2022. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

  • Pinnacle Wealth Planning Services reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 397 SVB Financial Group shares in Q2 2022, an estimated $222K.
  • Pinnacle Wealth Planning Services first reported a position in SVB Financial Group in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's SVB Financial Group position peaked at $222K in Q1 2022.
  • 749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2022, filed 3 Aug 2022.