Tarbox Family Office’s SVB Financial Group SIVB Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-25	Closed	-$14K	–	1100
2022 Q1	$14K	Buy	25 +11	+79%	+$6.68K	﹤0.01%	341
2021 Q4	$9K	Sell	14 -1	-7%	-$704	﹤0.01%	483
2021 Q3	$10K	Buy	15 +3	+25%	+$1.74K	﹤0.01%	501
2021 Q2	$7K	Hold	12	–	–	﹤0.01%	570
2021 Q1	$6K	Sell	12 -2	-14%	-$984	﹤0.01%	539
2020 Q4	$5K	Hold	14	–	–	﹤0.01%	561
2020 Q3	$3K	Hold	14	–	–	﹤0.01%	702
2020 Q2	$3K	Sell	14 -18	-56%	-$3.47K	﹤0.01%	696
2020 Q1	$5K	Buy	32 +29	+967%	+$6.38K	﹤0.01%	444
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	1106
2019 Q3	$1K	Hold	3	–	–	﹤0.01%	1079
2019 Q2	$1K	Hold	3	–	–	﹤0.01%	1085
2019 Q1	$1K	Hold	3	–	–	﹤0.01%	611
2018 Q4	$1K	Buy	+3	New	+$734	﹤0.01%	608

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 $23.8B AUM 34.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Tarbox Family Office's SIVB Position: Q2 2022 in Review

Tarbox Family Office sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 25 shares — an estimated $14K sold.

Tarbox Family Office first reported a position in SIVB in Q4 2018 and held it in 14 quarters. The position peaked at $14K in Q1 2022. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Tarbox Family Office reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 25 SVB Financial Group shares in Q2 2022, an estimated $14K.
Tarbox Family Office first reported a position in SVB Financial Group in Q4 2018 and held it in 14 quarters.
Tarbox Family Office's SVB Financial Group position peaked at $14K in Q1 2022.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.