PTP
SIVB

Platform Technology Partners’s SVB Financial Group SIVB Stock Holding History

Platform Technology Partners’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
-600
Closed -$201K – 217
2022
Q3 		$201K Sell
600
-6
-1% -$2.42K 0.11% 164
2022
Q2 		$239K Hold
606
– – 0.13% 158
2022
Q1 		$339K Hold
606
– – 0.16% 139
2021
Q4 		$411K Hold
606
– – 0.18% 127
2021
Q3 		$392K Hold
606
– – 0.18% 141
2021
Q2 		$337K Buy
+606
New +$336K 0.14% 170

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Platform Technology Partners's SIVB Position: Q4 2022 in Review

Platform Technology Partners sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 600 shares — an estimated $201K sold.

Platform Technology Partners first reported a position in SIVB in Q2 2021 and held it in 6 quarters. The position peaked at $411K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Platform Technology Partners reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Platform Technology Partners sold 600 SVB Financial Group shares in Q4 2022, an estimated $201K.
  • Platform Technology Partners first reported a position in SVB Financial Group in Q2 2021 and held it in 6 quarters.
  • Platform Technology Partners's SVB Financial Group position peaked at $411K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Platform Technology Partners's 13F filing for Q4 2022, filed 11 Jan 2023.