YorkBridge Wealth Partners’s SVB Financial Group SIVB Stock Holding History

YorkBridge Wealth Partners’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	-596	Closed	-$200K	–	284
2022 Q3	$200K	Hold	596	–	–	0.05%	266
2022 Q2	$235K	Hold	596	–	–	0.06%	245
2022 Q1	$333K	Hold	596	–	–	0.07%	215
2021 Q4	$404K	Hold	596	–	–	0.09%	186
2021 Q3	$386K	Hold	596	–	–	0.1%	173
2021 Q2	$332K	Hold	596	–	–	0.09%	189
2021 Q1	$294K	Buy	+596	New	+$293K	0.09%	202
2019 Q3	–	Sell	-515	Closed	-$116K	–	763
2019 Q2	$116K	Hold	515	–	–	0.05%	264
2019 Q1	$115K	Hold	515	–	–	0.05%	257
2018 Q4	$98K	Hold	515	–	–	0.05%	250
2018 Q3	$161K	Hold	515	–	–	0.07%	201
2018 Q2	$149K	Hold	515	–	–	0.07%	216
2018 Q1	$129K	Hold	515	–	–	0.06%	249
2017 Q4	$121K	Hold	515	–	–	0.06%	253
2017 Q3	$96K	Hold	515	–	–	0.05%	289
2017 Q2	$92K	Hold	515	–	–	0.05%	291
2017 Q1	$92K	Hold	515	–	–	0.05%	285
2016 Q4	$80K	Buy	+515	New	+$73.8K	0.05%	280

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

YorkBridge Wealth Partners's SIVB Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of SVB Financial Group (SIVB) in Q4 2022, closing a stake of 596 shares — an estimated $200K sold.

YorkBridge Wealth Partners first reported a position in SIVB in Q4 2016 and held it in 18 quarters. The position peaked at $404K in Q4 2021. 644 funds tracked by Wall St. Rank hold SIVB as of Q4 2022.

YorkBridge Wealth Partners reported no remaining SVB Financial Group position as of Q4 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 596 SVB Financial Group shares in Q4 2022, an estimated $200K.
YorkBridge Wealth Partners first reported a position in SVB Financial Group in Q4 2016 and held it in 18 quarters.
YorkBridge Wealth Partners's SVB Financial Group position peaked at $404K in Q4 2021.
644 funds tracked by Wall St. Rank held SVB Financial Group as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.