TCWP’s SVB Financial Group SIVB Stock Holding History

TCWP’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	-67	Closed	-$37K	–	1981
2022 Q1	$37K	Buy	+67	New	+$40.7K	0.01%	552

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 $20.5B AUM 26.83% 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

TCWP's SIVB Position: Q2 2022 in Review

TCWP sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 67 shares — an estimated $37K sold.

TCWP first reported a position in SIVB in Q1 2022 and held it in 1 quarter. The position peaked at $37K in Q1 2022. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

TCWP reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
TCWP sold 67 SVB Financial Group shares in Q2 2022, an estimated $37K.
TCWP first reported a position in SVB Financial Group in Q1 2022 and held it in 1 quarter.
TCWP's SVB Financial Group position peaked at $37K in Q1 2022.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.