VCM
SIVB

Vigilant Capital Management’s SVB Financial Group SIVB Stock Holding History

Vigilant Capital Management’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
-5
Closed -$2K – 580
2022
Q3 		$2K Sell
5
-1,011
-100% -$407K ﹤0.01% 557
2022
Q2 		$401K Sell
1,016
-34,298
-97% -$16.2M 0.03% 102
2022
Q1 		$19.8M Buy
35,314
+7,000
+25% +$4.25M 1.51% 35
2021
Q4 		$19.2M Buy
28,314
+3,982
+16% +$2.81M 1.35% 37
2021
Q3 		$15.7M Buy
+24,332
New +$14.1M 1.26% 41
2019
Q2 		– Sell
-10
Closed -$2K – 492
2019
Q1 		$2K Buy
+10
New +$2.33K ﹤0.01% 398

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Vigilant Capital Management's SIVB Position: Q4 2022 in Review

Vigilant Capital Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 5 shares — an estimated $2K sold.

Vigilant Capital Management first reported a position in SIVB in Q1 2019 and held it in 6 quarters. The position peaked at $19.8M in Q1 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Vigilant Capital Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 5 SVB Financial Group shares in Q4 2022, an estimated $2K.
  • Vigilant Capital Management first reported a position in SVB Financial Group in Q1 2019 and held it in 6 quarters.
  • Vigilant Capital Management's SVB Financial Group position peaked at $19.8M in Q1 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Vigilant Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.