AF
SIVB

Advisornet Financial’s SVB Financial Group SIVB Stock Holding History

Advisornet Financial’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
-793
Closed -$183K – 2515
2022
Q4 		$183K Buy
793
+784
+8,711% +$195K 0.02% 490
2022
Q3 		$3K Buy
9
+5
+125% +$2.01K ﹤0.01% 1645
2022
Q2 		$2K Sell
4
-33
-89% -$15.5K ﹤0.01% 1753
2022
Q1 		$21K Hold
37
– – ﹤0.01% 1237
2021
Q4 		$25K Sell
37
-3
-8% -$2.11K ﹤0.01% 1238
2021
Q3 		$26K Buy
40
+3
+8% +$1.74K ﹤0.01% 1189
2021
Q2 		$21K Hold
37
– – ﹤0.01% 1216
2021
Q1 		$18K Sell
37
-245
-87% -$120K ﹤0.01% 1227
2020
Q4 		$109K Hold
282
– – 0.01% 662
2020
Q3 		$68K Hold
282
– – 0.01% 779
2020
Q2 		$61K Sell
282
-18
-6% -$3.47K ﹤0.01% 803
2020
Q1 		$45K Sell
300
-32
-10% -$7.04K ﹤0.01% 829
2019
Q4 		$83K Sell
332
-129
-28% -$29.3K 0.01% 736
2019
Q3 		$96K Buy
461
+35
+8% +$7.33K 0.01% 691
2019
Q2 		$96K Buy
426
+130
+44% +$30.1K 0.01% 624
2019
Q1 		$66K Sell
296
-22
-7% -$5.12K 0.01% 664
2018
Q4 		$60K Buy
318
+15
+5% +$3.67K 0.01% 644
2018
Q3 		$94K Buy
303
+20
+7% +$6.31K 0.01% 566
2018
Q2 		$82K Buy
283
+270
+2,077% +$79.3K 0.01% 574
2018
Q1 		$3K Hold
13
– – ﹤0.01% 1295
2017
Q4 		$3K Buy
+13
New +$2.77K ﹤0.01% 1165

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

Advisornet Financial's SIVB Position: Q1 2023 in Review

Advisornet Financial sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 793 shares — an estimated $183K sold.

Advisornet Financial first reported a position in SIVB in Q4 2017 and held it in 21 quarters. The position peaked at $183K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Advisornet Financial reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Advisornet Financial sold 793 SVB Financial Group shares in Q1 2023, an estimated $183K.
  • Advisornet Financial first reported a position in SVB Financial Group in Q4 2017 and held it in 21 quarters.
  • Advisornet Financial's SVB Financial Group position peaked at $183K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.