WFA
SIVB

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

WMG 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
Q4 		– Sell
-683
Closed -$229K – 152
2022
Q3 		$229K Hold
683
– – 0.21% 115
2022
Q2 		$270K Sell
683
-181
-21% -$85.3K 0.23% 99
2022
Q1 		$483K Sell
864
-150
-15% -$91K 0.36% 71
2021
Q4 		$690K Buy
+1,014
New +$714K 0.54% 47

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

WMG Financial Advisors's SIVB Position: Q4 2022 in Review

WMG Financial Advisors sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 683 shares — an estimated $229K sold.

WMG Financial Advisors first reported a position in SIVB in Q4 2021 and held it in 4 quarters. The position peaked at $690K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

  • WMG Financial Advisors reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 683 SVB Financial Group shares in Q4 2022, an estimated $229K.
  • WMG Financial Advisors first reported a position in SVB Financial Group in Q4 2021 and held it in 4 quarters.
  • WMG Financial Advisors's SVB Financial Group position peaked at $690K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on WMG Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.