UCFA
SIVB

United Capital Financial Advisors’s SVB Financial Group SIVB Stock Holding History

United Capital Financial 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
Q4 		– Sell
-3,057
Closed -$1.03M – 1136
2022
Q3 		$1.03M Buy
3,057
+843
+38% +$339K 0.01% 606
2022
Q2 		$875K Buy
2,214
+1,736
+363% +$818K ﹤0.01% 660
2022
Q1 		$267K Buy
478
+86
+22% +$52.2K ﹤0.01% 1024
2021
Q4 		$266K Buy
+392
New +$276K ﹤0.01% 1066
2020
Q3 		– Sell
-1,891
Closed -$408K – 1251
2020
Q2 		$408K Buy
1,891
+58
+3% +$11.2K ﹤0.01% 935
2020
Q1 		$277K Sell
1,833
-538
-23% -$118K ﹤0.01% 991
2019
Q4 		$595K Buy
2,371
+189
+9% +$43K ﹤0.01% 939
2019
Q3 		$456K Sell
2,182
-235
-10% -$49.2K ﹤0.01% 976
2019
Q2 		$543K Buy
2,417
+28
+1% +$6.47K ﹤0.01% 1023
2019
Q1 		$531K Buy
2,389
+135
+6% +$31.4K ﹤0.01% 962
2018
Q4 		$428K Buy
+2,254
New +$551K ﹤0.01% 962

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's SIVB Position: Q4 2022 in Review

United Capital Financial Advisors sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 3,057 shares — an estimated $1.03M sold.

United Capital Financial Advisors first reported a position in SIVB in Q4 2018 and held it in 11 quarters. The position peaked at $1.03M in Q3 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • United Capital Financial Advisors reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,057 SVB Financial Group shares in Q4 2022, an estimated $1.03M.
  • United Capital Financial Advisors first reported a position in SVB Financial Group in Q4 2018 and held it in 11 quarters.
  • United Capital Financial Advisors's SVB Financial Group position peaked at $1.03M in Q3 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.