RWB
SIVB

RMR Wealth Builders’s SVB Financial Group SIVB Stock Holding History

RMR Wealth Builders’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
-814
Closed -$273K – 202
2022
Q3 		$273K Buy
+814
New +$328K 0.07% 149
2022
Q2 		– Sell
-480
Closed -$269K – 225
2022
Q1 		$269K Buy
+480
New +$291K 0.06% 169
2021
Q4 		– Sell
-480
Closed -$311K – 210
2021
Q3 		$311K Hold
480
– – 0.09% 135
2021
Q2 		$267K Hold
480
– – 0.09% 148
2021
Q1 		$237K Hold
480
– – 0.06% 166
2020
Q4 		$186K Buy
+480
New +$156K 0.09% 157
2020
Q3 		– Sell
-480
Closed -$103K – 496
2020
Q2 		$103K Buy
+480
New +$92.4K 0.09% 167

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

RMR Wealth Builders's SIVB Position: Q4 2022 in Review

RMR Wealth Builders sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 814 shares — an estimated $273K sold.

RMR Wealth Builders first reported a position in SIVB in Q2 2020 and held it in 7 quarters. The position peaked at $311K in Q3 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • RMR Wealth Builders reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • RMR Wealth Builders sold 814 SVB Financial Group shares in Q4 2022, an estimated $273K.
  • RMR Wealth Builders first reported a position in SVB Financial Group in Q2 2020 and held it in 7 quarters.
  • RMR Wealth Builders's SVB Financial Group position peaked at $311K in Q3 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on RMR Wealth Builders's 13F filing for Q4 2022, filed 2 Feb 2023.