TrustCore Financial Services’s SVB Financial Group SIVB Stock Holding History

TrustCore Financial Services’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 Q4	$13.8K	Sell	60 -101	-63%	-$25.1K	﹤0.01%	663
2022 Q3	$54K	Buy	161 +81	+101%	+$32.6K	0.01%	432
2022 Q2	$32K	Hold	80	–	–	﹤0.01%	546
2022 Q1	$45K	Buy	80 +20	+33%	+$12.1K	﹤0.01%	501
2021 Q4	$41K	Sell	60 -20	-25%	-$14.1K	﹤0.01%	483
2021 Q3	$52K	Hold	80	–	–	0.01%	466
2021 Q2	$45K	Buy	80 +20	+33%	+$11.1K	﹤0.01%	487
2021 Q1	$30K	Hold	60	–	–	﹤0.01%	528
2020 Q4	$23K	Hold	60	–	–	﹤0.01%	543
2020 Q3	$14K	Hold	60	–	–	﹤0.01%	561
2020 Q2	$13K	Buy	+60	New	+$11.6K	﹤0.01%	591

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrustCore Financial Services's SIVB Position: Q4 2022 in Review

TrustCore Financial Services reduced its SVB Financial Group (SIVB) stake by 63% in Q4 2022, selling an estimated $25.1K and leaving 60 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

TrustCore Financial Services first reported a position in SIVB in Q2 2020 and has held it in 11 quarters since. The position peaked at $54K in Q3 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

TrustCore Financial Services held 60 shares of SVB Financial Group worth $13.8K as of Q4 2022.
TrustCore Financial Services sold 101 SVB Financial Group shares in Q4 2022, an estimated $25.1K.
SVB Financial Group made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #663 holding.
TrustCore Financial Services first reported a position in SVB Financial Group in Q2 2020 and has held it in 11 quarters since.
TrustCore Financial Services's SVB Financial Group position peaked at $54K in Q3 2022.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.