Alpha Cubed Investments’s SVB Financial Group SIVB Stock Holding History

Alpha Cubed Investments’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	-1,090	Closed	-$251K	–	318
2022 Q4	$251K	Hold	1,090	–	–	0.02%	233
2022 Q3	$366K	Buy	1,090 +40	+4%	+$16.1K	0.03%	172
2022 Q2	$415K	Buy	1,050 +50	+5%	+$23.6K	0.03%	186
2022 Q1	$559K	Sell	1,000 -14	-1%	-$8.5K	0.04%	181
2021 Q4	$688K	Hold	1,014	–	–	0.05%	144
2021 Q3	$656K	Hold	1,014	–	–	0.05%	140
2021 Q2	$564K	Hold	1,014	–	–	0.04%	152
2021 Q1	$501K	Hold	1,014	–	–	0.04%	157
2020 Q4	$393K	Hold	1,014	–	–	0.03%	173
2020 Q3	$244K	Hold	1,014	–	–	0.02%	189
2020 Q2	$219K	Buy	+1,014	New	+$195K	0.02%	195
2020 Q1	–	Sell	-1,014	Closed	-$255K	–	270
2019 Q4	$255K	Hold	1,014	–	–	0.03%	216
2019 Q3	$212K	Hold	1,014	–	–	0.02%	230
2019 Q2	$228K	Hold	1,014	–	–	0.03%	219
2019 Q1	$225K	Buy	+1,014	New	+$236K	0.03%	212
2018 Q4	–	Sell	-1,014	Closed	-$286K	–	326
2018 Q3	$286K	Hold	1,014	–	–	0.03%	241
2018 Q2	$293K	Sell	1,014 -4	-0.4%	-$1.18K	0.04%	167
2018 Q1	$244K	Sell	1,018 -10	-1%	-$2.51K	0.03%	196
2017 Q4	$240K	Buy	+1,028	New	+$219K	0.03%	208
2014 Q1	–	Sell	-2,920	Closed	-$306K	–	223
2013 Q4	$306K	Buy	+2,920	New	+$286K	0.11%	176

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 $172M AUM 34.41% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Alpha Cubed Investments's SIVB Position: Q1 2023 in Review

Alpha Cubed Investments sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,090 shares — an estimated $251K sold.

Alpha Cubed Investments first reported a position in SIVB in Q4 2013 and held it in 20 quarters. The position peaked at $688K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Alpha Cubed Investments reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Alpha Cubed Investments sold 1,090 SVB Financial Group shares in Q1 2023, an estimated $251K.
Alpha Cubed Investments first reported a position in SVB Financial Group in Q4 2013 and held it in 20 quarters.
Alpha Cubed Investments's SVB Financial Group position peaked at $688K in Q4 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Alpha Cubed Investments's 13F filing for Q1 2023, filed 27 Apr 2023.