WAS
SIVB

Wealth Advisory Solutions’s SVB Financial Group SIVB Stock Holding History

Wealth Advisory Solutions’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
-516
Closed -$204K – 166
2022
Q2 		$204K Buy
516
+10
+2% +$4.71K 0.05% 140
2022
Q1 		$283K Buy
+506
New +$307K 0.06% 126
2021
Q3 		$330K Sell
510
-3
-0.6% -$1.74K 0.07% 125
2021
Q2 		$285K Buy
+513
New +$285K 0.07% 139

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 $23.8B AUM 34.25% 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

Wealth Advisory Solutions's SIVB Position: Q3 2022 in Review

Wealth Advisory Solutions sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 516 shares — an estimated $204K sold.

Wealth Advisory Solutions first reported a position in SIVB in Q2 2021 and held it in 4 quarters. The position peaked at $330K in Q3 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Wealth Advisory Solutions reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Wealth Advisory Solutions sold 516 SVB Financial Group shares in Q3 2022, an estimated $204K.
  • Wealth Advisory Solutions first reported a position in SVB Financial Group in Q2 2021 and held it in 4 quarters.
  • Wealth Advisory Solutions's SVB Financial Group position peaked at $330K in Q3 2021.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Wealth Advisory Solutions's 13F filing for Q3 2022, filed 16 Nov 2022.