Arax Advisory Partners’s SVB Financial Group SIVB Stock Holding History

Arax Advisory Partners’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	-5	Closed	-$1.15K	–	1326
2022 Q4	$1.15K	Buy	+5	New	+$1.24K	﹤0.01%	1042
2022 Q3	–	Sell	-10	Closed	-$4K	–	1296
2022 Q2	$4K	Buy	10 +9	+900%	+$4.24K	﹤0.01%	869
2022 Q1	$1K	Sell	1 -2	-67%	-$1.21K	﹤0.01%	1148
2021 Q4	$2K	Buy	3 +2	+200%	+$1.41K	﹤0.01%	952
2021 Q3	$1K	Buy	+1	New	+$580	﹤0.01%	984

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

Arax Advisory Partners's SIVB Position: Q1 2023 in Review

Arax Advisory Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 5 shares — an estimated $1.15K sold.

Arax Advisory Partners first reported a position in SIVB in Q3 2021 and held it in 5 quarters. The position peaked at $4K in Q2 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Arax Advisory Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Arax Advisory Partners sold 5 SVB Financial Group shares in Q1 2023, an estimated $1.15K.
Arax Advisory Partners first reported a position in SVB Financial Group in Q3 2021 and held it in 5 quarters.
Arax Advisory Partners's SVB Financial Group position peaked at $4K in Q2 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Arax Advisory Partners's 13F filing for Q1 2023, filed 16 May 2023.