AWM
SIVB

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

AE 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
-2,091
Closed -$481K – 2042
2022
Q4 		$481K Buy
2,091
+624
+43% +$155K ﹤0.01% 1334
2022
Q3 		$493K Sell
1,467
-10
-0.7% -$4.03K ﹤0.01% 1270
2022
Q2 		$583K Buy
1,477
+481
+48% +$227K ﹤0.01% 1122
2022
Q1 		$557K Sell
996
-758
-43% -$460K ﹤0.01% 1187
2021
Q4 		$1.19M Buy
1,754
+1,178
+205% +$830K 0.01% 870
2021
Q3 		$373K Buy
+576
New +$334K ﹤0.01% 1286
2021
Q2 		– Sell
-453
Closed -$224K – 1711
2021
Q1 		$224K Buy
+453
New +$223K ﹤0.01% 1368
2020
Q3 		– Sell
-1,179
Closed -$254K – 1417
2020
Q2 		$254K Sell
1,179
-279
-19% -$53.7K ﹤0.01% 1083
2020
Q1 		$220K Buy
+1,458
New +$321K 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
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

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

AE Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,091 shares — an estimated $481K sold.

AE Wealth Management first reported a position in SIVB in Q1 2020 and held it in 9 quarters. The position peaked at $1.19M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • AE Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 2,091 SVB Financial Group shares in Q1 2023, an estimated $481K.
  • AE Wealth Management first reported a position in SVB Financial Group in Q1 2020 and held it in 9 quarters.
  • AE Wealth Management's SVB Financial Group position peaked at $1.19M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.