AWM
SIVB

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

Axxcess 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
-922
Closed -$212K – 700
2022
Q4 		$212K Buy
+922
New +$229K 0.02% 546

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

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

Axxcess Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 922 shares — an estimated $212K sold.

Axxcess Wealth Management first reported a position in SIVB in Q4 2022 and held it in 1 quarter. The position peaked at $212K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Axxcess Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 922 SVB Financial Group shares in Q1 2023, an estimated $212K.
  • Axxcess Wealth Management first reported a position in SVB Financial Group in Q4 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's SVB Financial Group position peaked at $212K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.