AA
SIVB

ALPS Advisors’s SVB Financial Group SIVB Stock Holding History

ALPS Advisors’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
-2,150
Closed -$495K – 1165
2022
Q4 		$495K Sell
2,150
-280
-12% -$69.5K ﹤0.01% 592
2022
Q3 		$816K Sell
2,430
-645
-21% -$260K 0.01% 508
2022
Q2 		$1.22M Buy
3,075
+400
+15% +$188K 0.01% 430
2022
Q1 		$1.5M Sell
2,675
-23
-0.9% -$14K 0.02% 274
2021
Q4 		$1.83M Buy
2,698
+2,077
+334% +$1.46M 0.02% 299
2021
Q3 		$402K Sell
621
-6
-1% -$3.48K ﹤0.01% 550
2021
Q2 		$349K Hold
627
– – ﹤0.01% 707
2021
Q1 		$310K Sell
627
-428
-41% -$210K ﹤0.01% 807
2020
Q4 		$409K Sell
1,055
-32
-3% -$10.4K ﹤0.01% 539
2020
Q3 		$262K Buy
+1,087
New +$256K ﹤0.01% 694
2019
Q3 		– Sell
-1,588
Closed -$357K – 1056
2019
Q2 		$357K Sell
1,588
-84
-5% -$19.4K ﹤0.01% 769
2019
Q1 		$372K Buy
1,672
+225
+16% +$52.4K ﹤0.01% 830
2018
Q4 		$275K Sell
1,447
-72
-5% -$17.6K ﹤0.01% 818
2018
Q3 		$472K Buy
+1,519
New +$479K ﹤0.01% 761

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

ALPS Advisors's SIVB Position: Q1 2023 in Review

ALPS Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,150 shares — an estimated $495K sold.

ALPS Advisors first reported a position in SIVB in Q3 2018 and held it in 14 quarters. The position peaked at $1.83M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • ALPS Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • ALPS Advisors sold 2,150 SVB Financial Group shares in Q1 2023, an estimated $495K.
  • ALPS Advisors first reported a position in SVB Financial Group in Q3 2018 and held it in 14 quarters.
  • ALPS Advisors's SVB Financial Group position peaked at $1.83M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on ALPS Advisors's 13F filing for Q1 2023, filed 10 May 2023.