VEA
SIVB

Virtus ETF Advisers’s SVB Financial Group SIVB Stock Holding History

Virtus ETF Advisers’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
-1,497
Closed -$591K – 476
2022
Q2 		$591K Buy
+1,497
New +$705K 0.22% 199
2019
Q1 		– Sell
-76
Closed -$14K – 308
2018
Q4 		$14K Buy
+76
New +$18.6K ﹤0.01% 267

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtus ETF Advisers's SIVB Position: Q3 2022 in Review

Virtus ETF Advisers sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 1,497 shares — an estimated $591K sold.

Virtus ETF Advisers first reported a position in SIVB in Q4 2018 and held it in 2 quarters. The position peaked at $591K in Q2 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Virtus ETF Advisers reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Virtus ETF Advisers sold 1,497 SVB Financial Group shares in Q3 2022, an estimated $591K.
  • Virtus ETF Advisers first reported a position in SVB Financial Group in Q4 2018 and held it in 2 quarters.
  • Virtus ETF Advisers's SVB Financial Group position peaked at $591K in Q2 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Virtus ETF Advisers's 13F filing for Q3 2022, filed 14 Nov 2022.