Tiemann Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Tiemann Investment Advisors’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	-356	Closed	-$199K	–	209
2022 Q1	$199K	Sell	356 -114	-24%	-$69.2K	0.09%	204
2021 Q4	$319K	Sell	470 -98	-17%	-$69K	0.13%	158
2021 Q3	$367K	Hold	568	–	–	0.17%	132
2021 Q2	$316K	Buy	568 +8	+1%	+$4.44K	0.15%	152
2021 Q1	$276K	Buy	560 +5	+0.9%	+$2.46K	0.14%	164
2020 Q4	$215K	Buy	+555	New	+$180K	0.11%	188
2018 Q4	–	Sell	-690	Closed	-$214K	–	179
2018 Q3	$214K	Buy	+690	New	+$218K	0.16%	167

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

Tiemann Investment Advisors's SIVB Position: Q2 2022 in Review

Tiemann Investment Advisors sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 356 shares — an estimated $199K sold.

Tiemann Investment Advisors first reported a position in SIVB in Q3 2018 and held it in 7 quarters. The position peaked at $367K in Q3 2021. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Tiemann Investment Advisors reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Tiemann Investment Advisors sold 356 SVB Financial Group shares in Q2 2022, an estimated $199K.
Tiemann Investment Advisors first reported a position in SVB Financial Group in Q3 2018 and held it in 7 quarters.
Tiemann Investment Advisors's SVB Financial Group position peaked at $367K in Q3 2021.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Tiemann Investment Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.