Stratos Wealth Partners’s SVB Financial Group SIVB Stock Holding History

Stratos Wealth Partners’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	-913	Closed	-$361K	–	1255
2022 Q2	$361K	Sell	913 -275	-23%	-$130K	0.01%	851
2022 Q1	$665K	Buy	1,188 +100	+9%	+$60.7K	0.01%	697
2021 Q4	$738K	Buy	1,088 +119	+12%	+$83.8K	0.02%	669
2021 Q3	$627K	Buy	969 +517	+114%	+$300K	0.02%	676
2021 Q2	$252K	Sell	452 -2,139	-83%	-$1.19M	0.01%	1040
2021 Q1	$1.28M	Buy	+2,591	New	+$1.27M	0.04%	437
2018 Q4	–	Sell	-471	Closed	-$146K	–	3026
2018 Q3	$146K	Buy	+471	New	+$149K	0.01%	965
2018 Q2	–	Sell	-61	Closed	-$15K	–	3136
2018 Q1	$15K	Hold	61	–	–	﹤0.01%	2149
2017 Q4	$14K	Buy	+61	New	+$13K	﹤0.01%	2041

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

Stratos Wealth Partners's SIVB Position: Q3 2022 in Review

Stratos Wealth Partners sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 913 shares — an estimated $361K sold.

Stratos Wealth Partners first reported a position in SIVB in Q4 2017 and held it in 9 quarters. The position peaked at $1.28M in Q1 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Stratos Wealth Partners reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Stratos Wealth Partners sold 913 SVB Financial Group shares in Q3 2022, an estimated $361K.
Stratos Wealth Partners first reported a position in SVB Financial Group in Q4 2017 and held it in 9 quarters.
Stratos Wealth Partners's SVB Financial Group position peaked at $1.28M in Q1 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Stratos Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.