ACM
SIVB

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

Advisors Capital 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
-21,572
Closed -$4.96M – 465
2022
Q4 		$4.96M Buy
+21,572
New +$5.36M 0.13% 144
2022
Q3 		– Sell
-9,959
Closed -$3.93M – 488
2022
Q2 		$3.93M Buy
9,959
+248
+3% +$117K 0.12% 159
2022
Q1 		$5.43M Buy
9,711
+156
+2% +$94.7K 0.15% 141
2021
Q4 		$6.48M Buy
+9,555
New +$6.73M 0.18% 138
2020
Q2 		– Sell
-14,454
Closed -$2.18M – 322
2020
Q1 		$2.18M Sell
14,454
-723
-5% -$159K 0.14% 135
2019
Q4 		$3.81M Buy
15,177
+479
+3% +$109K 0.18% 125
2019
Q3 		$3.07M Sell
14,698
-99
-0.7% -$20.7K 0.17% 140
2019
Q2 		$3.32M Buy
14,797
+746
+5% +$173K 0.2% 130
2019
Q1 		$3.24M Buy
14,051
+219
+2% +$51K 0.2% 125
2018
Q4 		$2.63M Buy
+13,832
New +$3.38M 0.19% 129

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

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

Advisors Capital Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 21,572 shares — an estimated $4.96M sold.

Advisors Capital Management first reported a position in SIVB in Q4 2018 and held it in 10 quarters. The position peaked at $6.48M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Advisors Capital Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Advisors Capital Management sold 21,572 SVB Financial Group shares in Q1 2023, an estimated $4.96M.
  • Advisors Capital Management first reported a position in SVB Financial Group in Q4 2018 and held it in 10 quarters.
  • Advisors Capital Management's SVB Financial Group position peaked at $6.48M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Advisors Capital Management's 13F filing for Q1 2023, filed 4 May 2023.