SIA
SIVB

Schechter Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Schechter Investment Advisors’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
-577
Closed -$228K – 1033
2022
Q2 		$228K Sell
577
-61
-10% -$28.7K 0.02% 808
2022
Q1 		$357K Buy
638
+94
+17% +$57K 0.03% 639
2021
Q4 		$369K Buy
+544
New +$383K 0.03% 610

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Schechter Investment Advisors's SIVB Position: Q3 2022 in Review

Schechter Investment Advisors sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 577 shares — an estimated $228K sold.

Schechter Investment Advisors first reported a position in SIVB in Q4 2021 and held it in 3 quarters. The position peaked at $369K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Schechter Investment Advisors reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 577 SVB Financial Group shares in Q3 2022, an estimated $228K.
  • Schechter Investment Advisors first reported a position in SVB Financial Group in Q4 2021 and held it in 3 quarters.
  • Schechter Investment Advisors's SVB Financial Group position peaked at $369K in Q4 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Schechter Investment Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.