Surevest’s SVB Financial Group SIVB Stock Holding History

Surevest’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	-1	Closed	–	–	615
2022 Q2	$0	Hold	1	–	–	﹤0.01%	613
2022 Q1	$1K	Hold	1	–	–	﹤0.01%	522
2021 Q4	$1K	Buy	+1	New	+$704	﹤0.01%	531

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

Surevest's SIVB Position: Q3 2022 in Review

Surevest sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 1 share.

Surevest first reported a position in SIVB in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Surevest reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Surevest sold 1 SVB Financial Group share in Q3 2022.
Surevest first reported a position in SVB Financial Group in Q4 2021 and held it in 3 quarters.
Surevest's SVB Financial Group position peaked at $1K in Q1 2022.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.