AF
SIVB

Allworth Financial’s SVB Financial Group SIVB Stock Holding History

Allworth 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
-2,382
Closed -$548K – 3359
2022
Q4 		$548K Sell
2,382
-1,140
-32% -$283K 0.01% 434
2022
Q3 		$1.18M Buy
3,522
+85
+2% +$34.2K 0.01% 294
2022
Q2 		$1.36M Sell
3,437
-43
-1% -$20.3K 0.02% 261
2022
Q1 		$1.95M Sell
3,480
-2
-0.1% -$1.21K 0.02% 224
2021
Q4 		$2.36M Buy
3,482
+1,147
+49% +$808K 0.03% 182
2021
Q3 		$1.51M Sell
2,335
-84
-3% -$48.7K 0.03% 200
2021
Q2 		$1.35M Buy
2,419
+2,375
+5,398% +$1.32M 0.02% 163
2021
Q1 		$22K Buy
+44
New +$21.6K ﹤0.01% 771

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

Allworth Financial's SIVB Position: Q1 2023 in Review

Allworth Financial sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,382 shares — an estimated $548K sold.

Allworth Financial first reported a position in SIVB in Q1 2021 and held it in 8 quarters. The position peaked at $2.36M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Allworth Financial reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Allworth Financial sold 2,382 SVB Financial Group shares in Q1 2023, an estimated $548K.
  • Allworth Financial first reported a position in SVB Financial Group in Q1 2021 and held it in 8 quarters.
  • Allworth Financial's SVB Financial Group position peaked at $2.36M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Allworth Financial's 13F filing for Q1 2023, filed 18 Apr 2023.