WLPWM
SIVB

Walled Lake Planning & Wealth Management’s SVB Financial Group SIVB Stock Holding History

Walled Lake Planning & Wealth 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
-1,112
Closed -$373K – 87
2022
Q3 		$373K Hold
1,112
– – 0.26% 44
2022
Q2 		$439K Buy
+1,112
New +$524K 0.3% 42

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

Walled Lake Planning & Wealth Management's SIVB Position: Q4 2022 in Review

Walled Lake Planning & Wealth Management sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 1,112 shares — an estimated $373K sold.

Walled Lake Planning & Wealth Management first reported a position in SIVB in Q2 2022 and held it in 2 quarters. The position peaked at $439K in Q2 2022. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • Walled Lake Planning & Wealth Management reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,112 SVB Financial Group shares in Q4 2022, an estimated $373K.
  • Walled Lake Planning & Wealth Management first reported a position in SVB Financial Group in Q2 2022 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's SVB Financial Group position peaked at $439K in Q2 2022.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.