Advisory Services Network’s SVB Financial Group SIVB Stock Holding History

Advisory Services Network’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	-670	Closed	-$154K	–	4217
2022 Q4	$154K	Buy	670 +60	+10%	+$14.9K	﹤0.01%	1390
2022 Q3	$205K	Sell	610 -208	-25%	-$83.7K	0.01%	1194
2022 Q2	$323K	Sell	818 -452	-36%	-$213K	0.01%	1038
2022 Q1	$710K	Sell	1,270 -469	-27%	-$285K	0.02%	756
2021 Q4	$1.18M	Buy	1,739 +310	+22%	+$218K	0.03%	556
2021 Q3	$925K	Buy	1,429 +178	+14%	+$103K	0.03%	629
2021 Q2	$696K	Buy	1,251 +493	+65%	+$273K	0.02%	740
2021 Q1	$374K	Buy	758 +44	+6%	+$21.6K	0.01%	936
2020 Q4	$277K	Sell	714 -13	-2%	-$4.21K	0.01%	954
2020 Q3	$175K	Buy	+727	New	+$171K	0.01%	1028
2020 Q2	–	Sell	-866	Closed	-$131K	–	3144
2020 Q1	$131K	Buy	866 +260	+43%	+$57.2K	0.01%	958
2019 Q4	$152K	Buy	606 +103	+20%	+$23.4K	0.01%	994
2019 Q3	$113K	Hold	503	–	–	0.01%	1023
2019 Q2	$113K	Buy	503 +50	+11%	+$11.6K	0.01%	1021
2019 Q1	$101K	Sell	453 -173	-28%	-$40.3K	0.01%	987
2018 Q4	$119K	Sell	626 -301	-32%	-$73.6K	0.01%	845
2018 Q3	$288K	Sell	927 -1,867	-67%	-$589K	0.02%	662
2018 Q2	$870K	Buy	2,794 +1,899	+212%	+$558K	0.07%	370
2018 Q1	$215K	Buy	895 +352	+65%	+$88.3K	0.02%	750
2017 Q4	$127K	Hold	543	–	–	0.01%	905
2017 Q3	$102K	Sell	543 -18	-3%	-$3.17K	0.01%	864
2017 Q2	$99K	Sell	561 -899	-62%	-$161K	0.01%	846
2017 Q1	$272K	Buy	+1,460	New	+$265K	0.04%	510
2016 Q3	$157K	Buy	1,418 +874	+161%	+$91K	0.03%	571
2016 Q2	$52K	Buy	544 +53	+11%	+$5.42K	0.01%	777
2016 Q1	$50K	Sell	491 -24	-5%	-$2.32K	0.01%	667
2015 Q4	$61K	Sell	515 -15	-3%	-$1.86K	0.02%	537
2015 Q3	$61K	Sell	530 -15	-3%	-$2.01K	0.02%	495
2015 Q2	$80K	Hold	545	–	–	0.02%	429
2015 Q1	$68K	Buy	545 +65	+14%	+$7.77K	0.02%	443
2014 Q4	$50K	Buy	+480	New	+$52.4K	0.02%	427
2014 Q1	–	Sell	-30	Closed	-$3K	–	1059
2013 Q4	$3K	Buy	+30	New	+$2.94K	﹤0.01%	978

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Advisory Services Network's SIVB Position: Q1 2023 in Review

Advisory Services Network sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 670 shares — an estimated $154K sold.

Advisory Services Network first reported a position in SIVB in Q4 2013 and held it in 32 quarters. The position peaked at $1.18M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Advisory Services Network reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Advisory Services Network sold 670 SVB Financial Group shares in Q1 2023, an estimated $154K.
Advisory Services Network first reported a position in SVB Financial Group in Q4 2013 and held it in 32 quarters.
Advisory Services Network's SVB Financial Group position peaked at $1.18M in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Advisory Services Network's 13F filing for Q1 2023, filed 17 May 2023.