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

Apollon 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	-1,023	Closed	-$235K	–	934
2022 Q4	$235K	Buy	+1,023	New	+$254K	0.02%	737
2022 Q3	–	Sell	-1,265	Closed	-$500K	–	865
2022 Q2	$500K	Buy	1,265 +137	+12%	+$64.5K	0.04%	428
2022 Q1	$631K	Buy	1,128 +143	+15%	+$86.8K	0.04%	397
2021 Q4	$668K	Sell	985 -247	-20%	-$174K	0.05%	395
2021 Q3	$797K	Sell	1,232 -36	-3%	-$20.9K	0.11%	174
2021 Q2	$706K	Buy	+1,268	New	+$703K	0.13%	164
2020 Q3	–	Sell	-114	Closed	-$25K	–	768
2020 Q2	$25K	Buy	+114	New	+$22K	0.01%	338

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

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

Apollon Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,023 shares — an estimated $235K sold.

Apollon Wealth Management first reported a position in SIVB in Q2 2020 and held it in 7 quarters. The position peaked at $797K in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Apollon Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Apollon Wealth Management sold 1,023 SVB Financial Group shares in Q1 2023, an estimated $235K.
Apollon Wealth Management first reported a position in SVB Financial Group in Q2 2020 and held it in 7 quarters.
Apollon Wealth Management's SVB Financial Group position peaked at $797K in Q3 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Apollon Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.