AAM
SIVB

Advisors Asset Management’s SVB Financial Group SIVB Stock Holding History

Advisors Asset 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
-4,422
Closed -$1.02M – 1517
2022
Q4 		$1.02M Buy
4,422
+1,575
+55% +$391K 0.02% 736
2022
Q3 		$956K Sell
2,847
-610
-18% -$246K 0.02% 744
2022
Q2 		$1.36M Sell
3,457
-939
-21% -$442K 0.03% 644
2022
Q1 		$2.46M Sell
4,396
-669
-13% -$406K 0.04% 519
2021
Q4 		$3.44M Sell
5,065
-814
-14% -$573K 0.05% 422
2021
Q3 		$3.8M Sell
5,879
-796
-12% -$462K 0.06% 363
2021
Q2 		$3.71M Sell
6,675
-799
-11% -$443K 0.05% 361
2021
Q1 		$3.69M Sell
7,474
-636
-8% -$313K 0.06% 349
2020
Q4 		$3.15M Sell
8,110
-216
-3% -$70K 0.05% 368
2020
Q3 		$2M Buy
8,326
+310
+4% +$72.9K 0.04% 469
2020
Q2 		$1.73M Buy
8,016
+864
+12% +$166K 0.03% 511
2020
Q1 		$1.08M Buy
7,152
+1,078
+18% +$237K 0.03% 592
2019
Q4 		$1.52M Buy
6,074
+1,193
+24% +$271K 0.03% 622
2019
Q3 		$1.02M Buy
4,881
+827
+20% +$173K 0.02% 747
2019
Q2 		$910K Buy
4,054
+1,143
+39% +$264K 0.02% 823
2019
Q1 		$647K Buy
2,911
+942
+48% +$219K 0.01% 989
2018
Q4 		$374K Buy
1,969
+1,051
+114% +$257K 0.01% 1054
2018
Q3 		$285K Buy
918
+757
+470% +$239K ﹤0.01% 1174
2018
Q2 		$46K Sell
161
-120
-43% -$35.3K ﹤0.01% 1438
2018
Q1 		$70K Sell
281
-13
-4% -$3.26K ﹤0.01% 1360
2017
Q4 		$69K Sell
294
-1,461
-83% -$311K ﹤0.01% 1370
2017
Q3 		$328K Sell
1,755
-2,458
-58% -$432K 0.01% 1156
2017
Q2 		$741K Sell
4,213
-2,086
-33% -$374K 0.01% 976
2017
Q1 		$1.17M Sell
6,299
-2,170
-26% -$395K 0.02% 812
2016
Q4 		$1.45M Sell
8,469
-679
-7% -$97.3K 0.02% 751
2016
Q3 		$1.01M Buy
9,148
+1,533
+20% +$160K 0.02% 858
2016
Q2 		$725K Buy
7,615
+2,545
+50% +$260K 0.01% 973
2016
Q1 		$517K Buy
5,070
+384
+8% +$37.2K 0.01% 1068
2015
Q4 		$557K Buy
4,686
+661
+16% +$82K 0.01% 1091
2015
Q3 		$465K Buy
4,025
+707
+21% +$94.7K 0.01% 1105
2015
Q2 		$478K Sell
3,318
-155
-4% -$21K 0.01% 1140
2015
Q1 		$441K Buy
3,473
+348
+11% +$41.6K 0.01% 1138
2014
Q4 		$363K Buy
3,125
+1,625
+108% +$177K ﹤0.01% 1167
2014
Q3 		$168K Hold
1,500
– – ﹤0.01% 1317
2014
Q2 		$175K Buy
1,500
+100
+7% +$11.2K ﹤0.01% 1322
2014
Q1 		$180K Hold
1,400
– – ﹤0.01% 1272
2013
Q4 		$147K Hold
1,400
– – ﹤0.01% 1294
2013
Q3 		$121K Hold
1,400
– – ﹤0.01% 1288
2013
Q2 		$117K Buy
+1,400
New +$102K ﹤0.01% 1256

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 $1.52B AUM 21.38% 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 $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Advisors Asset Management's SIVB Position: Q1 2023 in Review

Advisors Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4,422 shares — an estimated $1.02M sold.

Advisors Asset Management first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $3.8M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Advisors Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Advisors Asset Management sold 4,422 SVB Financial Group shares in Q1 2023, an estimated $1.02M.
  • Advisors Asset Management first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Advisors Asset Management's SVB Financial Group position peaked at $3.8M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Advisors Asset Management's 13F filing for Q1 2023, filed 12 May 2023.