WSC
SIVB

Wellington Shields & Co’s SVB Financial Group SIVB Stock Holding History

Wellington Shields & Co’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
-189
Closed -$75K – 297
2022
Q2 		$75K Buy
+189
New +$89K 0.02% 244

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

Wellington Shields & Co's SIVB Position: Q3 2022 in Review

Wellington Shields & Co sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 189 shares — an estimated $75K sold.

Wellington Shields & Co first reported a position in SIVB in Q2 2022 and held it in 1 quarter. The position peaked at $75K in Q2 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Wellington Shields & Co reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Wellington Shields & Co sold 189 SVB Financial Group shares in Q3 2022, an estimated $75K.
  • Wellington Shields & Co first reported a position in SVB Financial Group in Q2 2022 and held it in 1 quarter.
  • Wellington Shields & Co's SVB Financial Group position peaked at $75K in Q2 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Wellington Shields & Co's 13F filing for Q3 2022, filed 14 Nov 2022.