Veritable’s SVB Financial Group SIVB Stock Holding History

Veritable’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 Q3	–	Sell	-518	Closed	-$205K	–	941
2022 Q2	$205K	Buy	518 +123	+31%	+$57.9K	﹤0.01%	816
2022 Q1	$221K	Buy	395 +39	+11%	+$23.7K	﹤0.01%	829
2021 Q4	$241K	Buy	356 +6	+2%	+$4.23K	﹤0.01%	806
2021 Q3	$226K	Buy	+350	New	+$203K	﹤0.01%	801
2019 Q3	–	Sell	-923	Closed	-$207K	–	833
2019 Q2	$207K	Buy	+923	New	+$213K	﹤0.01%	756
2018 Q4	–	Sell	-926	Closed	-$288K	–	859
2018 Q3	$288K	Buy	+926	New	+$292K	0.01%	656
2018 Q2	–	Sell	-847	Closed	-$203K	–	843
2018 Q1	$203K	Buy	+847	New	+$213K	﹤0.01%	758
2017 Q3	–	Sell	-1,213	Closed	-$213K	–	802
2017 Q2	$213K	Hold	1,213	–	–	﹤0.01%	716
2017 Q1	$226K	Hold	1,213	–	–	0.01%	688
2016 Q4	$208K	Buy	+1,213	New	+$174K	0.01%	694

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Veritable's SIVB Position: Q3 2022 in Review

Veritable sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 518 shares — an estimated $205K sold.

Veritable first reported a position in SIVB in Q4 2016 and held it in 10 quarters. The position peaked at $288K in Q3 2018. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Veritable reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Veritable sold 518 SVB Financial Group shares in Q3 2022, an estimated $205K.
Veritable first reported a position in SVB Financial Group in Q4 2016 and held it in 10 quarters.
Veritable's SVB Financial Group position peaked at $288K in Q3 2018.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.