Lyell Wealth Management, LP Svb Financial Group Transaction History

Lyell Wealth Management, LP

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 24, 2022	SELL	$21.04 - $436.17 $147 - $3,053	-7 Reduced 0.46%	1,515 $509,000
Q2 2022 Jul 28, 2022	SELL	$389.13 - $547.75 $389 - $547	-1 Reduced 0.07%	1,522 $601,000
Q1 2022 May 04, 2022	BUY	$494.35 - $737.77 $2,471 - $3,688	5 Added 0.33%	1,523 $852,000
Q4 2021 Feb 08, 2022	SELL	$637.64 - $755.03 $10,202 - $12,080	-16 Reduced 1.04%	1,518 $1.03 Million
Q3 2021 Nov 10, 2021	SELL	$534.95 - $674.41 $3,209 - $4,046	-6 Reduced 0.39%	1,534 $992,000
Q2 2021 Aug 09, 2021	BUY	$483.33 - $606.83 $15,949 - $20,025	33 Added 2.19%	1,540 $857,000
Q1 2021 May 07, 2021	BUY	$386.16 - $551.63 $1,544 - $2,206	4 Added 0.27%	1,507 $744,000
Q4 2020 Feb 04, 2021	BUY	$245.3 - $387.83 $735 - $1,163	3 Added 0.2%	1,503 $583,000
Q2 2019 Aug 01, 2019	SELL	$201.4 - $258.61 $10,070 - $12,930	-50 Reduced 3.23%	1,500 $337,000
Q1 2019 May 06, 2019	BUY	$189.64 - $250.81 $9,482 - $12,540	50 Added 3.33%	1,550 $345,000
Q3 2018 Oct 30, 2018	BUY	$289.02 - $331.24 $433,530 - $496,860	1,500 New	1,500 $466,000

150K

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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