RegentAtlantic Capital’s SVB Financial Group SIVB Stock Holding History

RegentAtlantic Capital’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	$930K	Sell	2,771 -264	-9%	-$106K	0.03%	323
2022 Q2	$1.2M	Buy	3,035 +1,079	+55%	+$508K	0.04%	282
2022 Q1	$1.09M	Buy	1,956 +351	+22%	+$213K	0.03%	304
2021 Q4	$1.09M	Buy	1,605 +368	+30%	+$259K	0.03%	315
2021 Q3	$800K	Buy	1,237 +110	+10%	+$63.8K	0.02%	341
2021 Q2	$627K	Buy	1,127 +191	+20%	+$106K	0.02%	370
2021 Q1	$462K	Buy	+936	New	+$460K	0.02%	391

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

RegentAtlantic Capital's SIVB Position: Q3 2022 in Review

RegentAtlantic Capital reduced its SVB Financial Group (SIVB) stake by 8.7% in Q3 2022, selling an estimated $106K and leaving 2,771 shares worth $930K. The position accounts for 0.03% of the portfolio, ranked #323.

RegentAtlantic Capital first reported a position in SIVB in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.2M in Q2 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

RegentAtlantic Capital held 2,771 shares of SVB Financial Group worth $930K as of Q3 2022.
RegentAtlantic Capital sold 264 SVB Financial Group shares in Q3 2022, an estimated $106K.
SVB Financial Group made up 0.03% of RegentAtlantic Capital's portfolio in Q3 2022, its #323 holding.
RegentAtlantic Capital first reported a position in SVB Financial Group in Q1 2021 and has held it in 7 quarters since.
RegentAtlantic Capital's SVB Financial Group position peaked at $1.2M in Q2 2022.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.