Wetherby Asset Management Inc Svb Financial Group Transaction History

Wetherby Asset Management Inc

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$200.26 - $376.49 $218,884 - $411,503	1,093 New	1,093 $251,000
Q2 2022 Aug 15, 2022	SELL	$389.13 - $547.75 $169,660 - $238,819	-436 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$494.35 - $737.77 $31,144 - $46,479	-63 Reduced 12.63%	436 $244,000
Q4 2021 Feb 14, 2022	BUY	$637.64 - $755.03 $8,289 - $9,815	13 Added 2.67%	499 $338,000
Q3 2021 Nov 15, 2021	BUY	$534.95 - $674.41 $40,121 - $50,580	75 Added 18.25%	486 $314,000
Q2 2021 Aug 16, 2021	BUY	$483.33 - $606.83 $198,648 - $249,407	411 New	411 $229,000
Q1 2020 May 06, 2020	SELL	$130.98 - $270.79 $105,045 - $217,173	-802 Closed	0 $0
Q4 2019 Jan 28, 2020	SELL	$188.33 - $254.21 $280,988 - $379,281	-1,492 Reduced 65.04%	802 $201,000
Q3 2019 Oct 31, 2019	SELL	$184.71 - $233.79 $10,897 - $13,793	-59 Reduced 2.51%	2,294 $479,000
Q2 2019 Jul 25, 2019	BUY	$201.4 - $258.61 $473,894 - $608,509	2,353 New	2,353 $528,000

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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