Vista Capital Partners’s SVB Financial Group SIVB Stock Holding History

Vista Capital Partners’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	-672	Closed	-$226K	–	88
2022 Q3	$226K	Hold	672	–	–	0.04%	69
2022 Q2	$265K	Hold	672	–	–	0.04%	65
2022 Q1	$376K	Hold	672	–	–	0.05%	59
2021 Q4	$456K	Hold	672	–	–	0.06%	50
2021 Q3	$435K	Hold	672	–	–	0.06%	49
2021 Q2	$374K	Hold	672	–	–	0.05%	55
2021 Q1	$332K	Hold	672	–	–	0.05%	51
2020 Q4	$261K	Buy	+672	New	+$218K	0.04%	57
2018 Q4	–	Sell	-672	Closed	-$209K	–	58
2018 Q3	$209K	Buy	+672	New	+$212K	0.04%	56
2017 Q2	–	Sell	-1,110	Closed	-$207K	–	52
2017 Q1	$207K	Sell	1,110 -4,312	-80%	-$784K	0.05%	48
2016 Q4	$931K	Sell	5,422 -511	-9%	-$73.3K	0.25%	12
2016 Q3	$656K	Buy	+5,933	New	+$618K	0.19%	17

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 $23.8B AUM 34.25% 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

Vista Capital Partners's SIVB Position: Q4 2022 in Review

Vista Capital Partners sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 672 shares — an estimated $226K sold.

Vista Capital Partners first reported a position in SIVB in Q3 2016 and held it in 12 quarters. The position peaked at $931K in Q4 2016. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Vista Capital Partners reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Vista Capital Partners sold 672 SVB Financial Group shares in Q4 2022, an estimated $226K.
Vista Capital Partners first reported a position in SVB Financial Group in Q3 2016 and held it in 12 quarters.
Vista Capital Partners's SVB Financial Group position peaked at $931K in Q4 2016.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Vista Capital Partners's 13F filing for Q4 2022, filed 7 Feb 2023.