Simplicity Solutions’s SVB Financial Group SIVB Stock Holding History

Simplicity Solutions’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	-567	Closed	-$224K	–	727
2022 Q2	$224K	Buy	567 +121	+27%	+$57K	0.03%	547
2022 Q1	$250K	Sell	446 -630	-59%	-$382K	0.03%	530
2021 Q4	$730K	Buy	1,076 +566	+111%	+$399K	0.08%	291
2021 Q3	$330K	Sell	510 -262	-34%	-$152K	0.05%	394
2021 Q2	$429K	Buy	+772	New	+$428K	0.08%	265
2018 Q4	–	Sell	-739	Closed	-$230K	–	824
2018 Q3	$230K	Sell	739 -195	-21%	-$61.5K	0.01%	484
2018 Q2	$270K	Buy	934 +20	+2%	+$5.88K	0.02%	392
2018 Q1	$219K	Buy	+914	New	+$229K	0.02%	336

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

Simplicity Solutions's SIVB Position: Q3 2022 in Review

Simplicity Solutions sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 567 shares — an estimated $224K sold.

Simplicity Solutions first reported a position in SIVB in Q1 2018 and held it in 8 quarters. The position peaked at $730K in Q4 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Simplicity Solutions reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Simplicity Solutions sold 567 SVB Financial Group shares in Q3 2022, an estimated $224K.
Simplicity Solutions first reported a position in SVB Financial Group in Q1 2018 and held it in 8 quarters.
Simplicity Solutions's SVB Financial Group position peaked at $730K in Q4 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Simplicity Solutions's 13F filing for Q3 2022, filed 12 Oct 2022.