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SVB Financial Group’s Orchestra BioMed OBIO Stock Holding History

SVB Financial Group’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-127,068
Closed -$1.04M – 3
2024
Q2 		$1.04M Hold
127,068
– – 0.73% 5
2024
Q1 		$670K Hold
127,068
– – 0.37% 6
2023
Q4 		$1.16M Hold
127,068
– – 1.03% 5
2023
Q3 		$1.11M Hold
127,068
– – 2.08% 6
2023
Q2 		$889K Hold
127,068
– – 1.68% 8
2023
Q1 		$2.49M Buy
+127,068
New +$1.47M 4.76% 4

Other funds holding OBIO

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVB Financial Group's OBIO Position: Q3 2024 in Review

SVB Financial Group sold out of Orchestra BioMed (OBIO) in Q3 2024, closing a stake of 127,068 shares — an estimated $1.04M sold.

SVB Financial Group first reported a position in OBIO in Q1 2023 and held it in 6 quarters. The position peaked at $2.49M in Q1 2023. 48 funds tracked by Wall St. Rank hold OBIO as of Q3 2024.

  • SVB Financial Group reported no remaining Orchestra BioMed position as of Q3 2024 after selling out during the quarter.
  • SVB Financial Group sold 127,068 Orchestra BioMed shares in Q3 2024, an estimated $1.04M.
  • SVB Financial Group first reported a position in Orchestra BioMed in Q1 2023 and held it in 6 quarters.
  • SVB Financial Group's Orchestra BioMed position peaked at $2.49M in Q1 2023.
  • 48 funds tracked by Wall St. Rank held Orchestra BioMed as of Q3 2024.

Based on SVB Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.