Western Wealth Management’s SVB Financial Group SIVB Stock Holding History

Western 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 Q2	–	Sell	-1,123	Closed	-$629K	–	875
2022 Q1	$629K	Buy	1,123 +442	+65%	+$268K	0.03%	463
2021 Q4	$461K	Buy	+681	New	+$480K	0.05%	346
2021 Q2	$315K	Buy	+567	New	+$315K	0.03%	480

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Western Wealth Management's SIVB Position: Q2 2022 in Review

Western Wealth Management sold out of SVB Financial Group (SIVB) in Q2 2022, closing a stake of 1,123 shares — an estimated $629K sold.

Western Wealth Management first reported a position in SIVB in Q2 2021 and held it in 3 quarters. The position peaked at $629K in Q1 2022. 749 funds tracked by Wall St. Rank hold SIVB as of Q2 2022.

Western Wealth Management reported no remaining SVB Financial Group position as of Q2 2022 after selling out during the quarter.
Western Wealth Management sold 1,123 SVB Financial Group shares in Q2 2022, an estimated $629K.
Western Wealth Management first reported a position in SVB Financial Group in Q2 2021 and held it in 3 quarters.
Western Wealth Management's SVB Financial Group position peaked at $629K in Q1 2022.
749 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.