Silvercrest Asset Management’s SVB Financial Group SIVB Stock Holding History

Silvercrest Asset Management’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 Q1	–	Sell	-367	Closed	-$249K	–	895
2021 Q4	$249K	Sell	367 -50	-12%	-$35.2K	﹤0.01%	774
2021 Q3	$270K	Sell	417 -20	-5%	-$11.6K	﹤0.01%	767
2021 Q2	$243K	Sell	437 -15	-3%	-$8.32K	﹤0.01%	782
2021 Q1	$223K	Buy	+452	New	+$222K	﹤0.01%	790
2018 Q4	–	Sell	-770	Closed	-$239K	–	563
2018 Q3	$239K	Buy	770 +70	+10%	+$22.1K	﹤0.01%	491
2018 Q2	$202K	Buy	+700	New	+$206K	﹤0.01%	533

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

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

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

ATO

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Silvercrest Asset Management's SIVB Position: Q1 2022 in Review

Silvercrest Asset Management sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 367 shares — an estimated $249K sold.

Silvercrest Asset Management first reported a position in SIVB in Q2 2018 and held it in 6 quarters. The position peaked at $270K in Q3 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

Silvercrest Asset Management reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
Silvercrest Asset Management sold 367 SVB Financial Group shares in Q1 2022, an estimated $249K.
Silvercrest Asset Management first reported a position in SVB Financial Group in Q2 2018 and held it in 6 quarters.
Silvercrest Asset Management's SVB Financial Group position peaked at $270K in Q3 2021.
805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Silvercrest Asset Management's 13F filing for Q1 2022, filed 16 May 2022.