Wipfli Financial Advisors’s SVB Financial Group SIVB Stock Holding History

Wipfli Financial Advisors’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	$119K	Buy	+354	New	+$142K	0.01%	653

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

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Wipfli Financial Advisors's SIVB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in SVB Financial Group (SIVB) in Q3 2022: 354 shares worth $119K. The stake represents 0.01% of the portfolio and ranks #653 among its holdings.

673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Wipfli Financial Advisors held 354 shares of SVB Financial Group worth $119K as of Q3 2022.
SVB Financial Group was a new Wipfli Financial Advisors position in Q3 2022.
SVB Financial Group made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #653 holding.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.