Valley Wealth Managers’s SVB Financial Group SIVB Stock Holding History

Valley Wealth Managers’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	-2	Closed	-$497	–	478
2022 Q3	$1K	Buy	+2	New	+$805	﹤0.01%	425

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

Valley Wealth Managers's SIVB Position: Q4 2022 in Review

Valley Wealth Managers sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 2 shares — an estimated $497 sold.

Valley Wealth Managers first reported a position in SIVB in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Valley Wealth Managers reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 2 SVB Financial Group shares in Q4 2022, an estimated $497.
Valley Wealth Managers first reported a position in SVB Financial Group in Q3 2022 and held it in 1 quarter.
Valley Wealth Managers's SVB Financial Group position peaked at $1K in Q3 2022.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.