BRWA
SIVB

B. Riley Wealth Advisors’s SVB Financial Group SIVB Stock Holding History

B. Riley Wealth 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
-1,224
Closed -$282K – 1648
2022
Q4 		$282K Sell
1,224
-51
-4% -$12.7K 0.01% 1076
2022
Q3 		$429K Sell
1,275
-239
-16% -$96.2K 0.01% 825
2022
Q2 		$598K Sell
1,514
-19
-1% -$8.95K 0.03% 585
2022
Q1 		$858K Buy
1,533
+473
+45% +$287K 0.03% 536
2021
Q4 		$720K Buy
1,060
+58
+6% +$40.9K 0.02% 640
2021
Q3 		$649K Sell
1,002
-48
-5% -$27.8K 0.02% 673
2021
Q2 		$584K Sell
1,050
-89
-8% -$49.4K 0.02% 695
2021
Q1 		$562K Sell
1,139
-207
-15% -$102K 0.02% 678
2020
Q4 		$523K Buy
+1,346
New +$436K 0.03% 529
2016
Q4 		– Sell
-3,018
Closed -$334K – 668
2016
Q3 		$334K Buy
+3,018
New +$314K 0.07% 374

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

B. Riley Wealth Advisors's SIVB Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,224 shares — an estimated $282K sold.

B. Riley Wealth Advisors first reported a position in SIVB in Q3 2016 and held it in 10 quarters. The position peaked at $858K in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,224 SVB Financial Group shares in Q1 2023, an estimated $282K.
  • B. Riley Wealth Advisors first reported a position in SVB Financial Group in Q3 2016 and held it in 10 quarters.
  • B. Riley Wealth Advisors's SVB Financial Group position peaked at $858K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.