Private Advisor Group’s SVB Financial Group SIVB Stock Holding History

Private Advisor Group’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	-1,665	Closed	-$657K	–	2212
2022 Q2	$657K	Buy	1,665 +201	+14%	+$94.7K	0.01%	1267
2022 Q1	$819K	Sell	1,464 -982	-40%	-$596K	0.01%	1190
2021 Q4	$1.66M	Sell	2,446 -452	-16%	-$318K	0.01%	897
2021 Q3	$1.88M	Sell	2,898 -40	-1%	-$23.2K	0.01%	908
2021 Q2	$1.64M	Sell	2,938 -4,500	-61%	-$2.5M	0.01%	839
2021 Q1	$3.67M	Buy	7,438 +5,267	+243%	+$2.59M	0.04%	474
2020 Q4	$842K	Buy	+2,171	New	+$703K	0.01%	985
2020 Q3	–	Sell	-205	Closed	-$44K	–	3946
2020 Q2	$44K	Buy	+205	New	+$39.5K	﹤0.01%	2176
2019 Q4	–	Sell	-5,698	Closed	-$1.3M	–	1794
2019 Q3	$1.3M	Buy	5,698 +2,188	+62%	+$459K	0.02%	686
2019 Q2	$788K	Sell	3,510 -52	-1%	-$12K	0.01%	836
2019 Q1	$793K	Buy	+3,562	New	+$829K	0.02%	768
2018 Q4	–	Sell	-2,475	Closed	-$769K	–	1674
2018 Q3	$769K	Buy	+2,475	New	+$781K	0.02%	801

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ATO

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $1.61T AUM 30.72% 1-Year Est. Return

Private Advisor Group's SIVB Position: Q3 2022 in Review

Private Advisor Group sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 1,665 shares — an estimated $657K sold.

Private Advisor Group first reported a position in SIVB in Q3 2018 and held it in 12 quarters. The position peaked at $3.67M in Q1 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Private Advisor Group reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Private Advisor Group sold 1,665 SVB Financial Group shares in Q3 2022, an estimated $657K.
Private Advisor Group first reported a position in SVB Financial Group in Q3 2018 and held it in 12 quarters.
Private Advisor Group's SVB Financial Group position peaked at $3.67M in Q1 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Private Advisor Group's 13F filing for Q3 2022, filed 14 Oct 2022.