Wagner Wealth Management (South Carolina)’s SVB Financial Group SIVB Stock Holding History

Wagner Wealth Management (South Carolina)’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	-400	Closed	-$134K	–	743
2022 Q3	$134K	Hold	400	–	–	0.1%	126
2022 Q2	$158K	Hold	400	–	–	0.13%	113
2022 Q1	$224K	Hold	400	–	–	0.16%	118
2021 Q4	$271K	Hold	400	–	–	0.21%	96
2021 Q3	$287K	Hold	400	–	–	0.23%	86
2021 Q2	$223K	Hold	400	–	–	0.16%	112
2021 Q1	$197K	Buy	+400	New	+$197K	0.15%	114
2018 Q3	$124K	Hold	400	–	–	0.08%	173
2018 Q2	$116K	Hold	400	–	–	0.08%	164
2018 Q1	$96K	Hold	400	–	–	0.07%	173
2017 Q4	$100K	Buy	+400	New	+$85.2K	0.07%	175

Other funds holding SIVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wagner Wealth Management (South Carolina)'s SIVB Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 400 shares — an estimated $134K sold.

Wagner Wealth Management (South Carolina) first reported a position in SIVB in Q4 2017 and held it in 11 quarters. The position peaked at $287K in Q3 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 400 SVB Financial Group shares in Q4 2022, an estimated $134K.
Wagner Wealth Management (South Carolina) first reported a position in SVB Financial Group in Q4 2017 and held it in 11 quarters.
Wagner Wealth Management (South Carolina)'s SVB Financial Group position peaked at $287K in Q3 2021.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.