AWM
SIVB

Abound Wealth Management’s SVB Financial Group SIVB Stock Holding History

Abound Wealth Management’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
2023
Q1 		– Sell
-96
Closed -$22.1K – 760
2022
Q4 		$22.1K Buy
96
+3
+3% +$745 0.01% 184
2022
Q3 		$31.2K Buy
+93
New +$37.4K 0.02% 155

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Abound Wealth Management's SIVB Position: Q1 2023 in Review

Abound Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 96 shares — an estimated $22.1K sold.

Abound Wealth Management first reported a position in SIVB in Q3 2022 and held it in 2 quarters. The position peaked at $31.2K in Q3 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Abound Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Abound Wealth Management sold 96 SVB Financial Group shares in Q1 2023, an estimated $22.1K.
  • Abound Wealth Management first reported a position in SVB Financial Group in Q3 2022 and held it in 2 quarters.
  • Abound Wealth Management's SVB Financial Group position peaked at $31.2K in Q3 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Abound Wealth Management's 13F filing for Q1 2023, filed 7 Aug 2024.