Ae Wealth Management LLC Svb Financial Group Transaction History

Ae Wealth Management LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	BUY	$200.26 - $376.49 $124,962 - $234,929	624 Added 42.54%	2,091 $481,000
Q3 2022 Oct 25, 2022	SELL	$21.04 - $436.17 $210 - $4,361	-10 Reduced 0.68%	1,467 $493,000
Q2 2022 Aug 03, 2022	BUY	$389.13 - $547.75 $187,171 - $263,467	481 Added 48.29%	1,477 $583,000
Q1 2022 Apr 18, 2022	SELL	$494.35 - $737.77 $374,717 - $559,229	-758 Reduced 43.22%	996 $557,000
Q4 2021 Jan 20, 2022	BUY	$637.64 - $755.03 $751,139 - $889,425	1,178 Added 204.51%	1,754 $1.19 Million
Q3 2021 Nov 01, 2021	BUY	$534.95 - $674.41 $308,131 - $388,460	576 New	576 $373,000
Q2 2021 Jul 21, 2021	SELL	$483.33 - $606.83 $218,948 - $274,893	-453 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$386.16 - $551.63 $174,930 - $249,888	453 New	453 $224,000
Q3 2020 Nov 06, 2020	SELL	$201.65 - $259.73 $237,745 - $306,221	-1,179 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$139.34 - $236.04 $38,875 - $65,855	-279 Reduced 19.14%	1,179 $254,000
Q1 2020 May 07, 2020	BUY	$130.98 - $270.79 $190,968 - $394,811	1,458 New	1,458 $220,000

137K

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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