BWP
SIVB

Baldwin Wealth Partners’s SVB Financial Group SIVB Stock Holding History

Baldwin Wealth 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
-465
Closed -$107K – 821
2022
Q4 		$107K Sell
465
-10
-2% -$2.48K 0.01% 308
2022
Q3 		$159K Hold
475
– – 0.02% 193
2022
Q2 		$188K Hold
475
– – 0.02% 189
2022
Q1 		$266K Buy
475
+10
+2% +$6.07K 0.03% 176
2021
Q4 		$315K Sell
465
-25
-5% -$17.6K 0.03% 164
2021
Q3 		$317K Hold
490
– – 0.04% 155
2021
Q2 		$273K Hold
490
– – 0.03% 170
2021
Q1 		$242K Hold
490
– – 0.03% 169
2020
Q4 		$190K Hold
490
– – 0.02% 178
2020
Q3 		$118K Hold
490
– – 0.02% 214
2020
Q2 		$106K Hold
490
– – 0.02% 217
2020
Q1 		$74K Hold
490
– – 0.01% 231
2019
Q4 		$123K Sell
490
-13
-3% -$2.96K 0.02% 214
2019
Q3 		$105K Sell
503
-2,646
-84% -$554K 0.02% 224
2019
Q2 		$707K Sell
3,149
-661
-17% -$153K 0.1% 101
2019
Q1 		$847K Sell
3,810
-102
-3% -$23.8K 0.13% 94
2018
Q4 		$743K Buy
3,912
+701
+22% +$171K 0.12% 92
2018
Q3 		$998K Sell
3,211
-280
-8% -$88.3K 0.14% 92
2018
Q2 		$1.01M Hold
3,491
– – 0.16% 89
2018
Q1 		$838K Buy
3,491
+202
+6% +$50.7K 0.14% 92
2017
Q4 		$769K Sell
3,289
-253
-7% -$53.9K 0.12% 103
2017
Q3 		$663K Sell
3,542
-2,188
-38% -$385K 0.11% 108
2017
Q2 		$1.01M Sell
5,730
-21,373
-79% -$3.83M 0.16% 89
2017
Q1 		$5.04M Sell
27,103
-2,050
-7% -$373K 0.83% 40
2016
Q4 		$5M Sell
29,153
-2,097
-7% -$301K 0.9% 37
2016
Q3 		$3.45M Sell
31,250
-705
-2% -$73.4K 0.63% 40
2016
Q2 		$3.04M Sell
31,955
-278
-0.9% -$28.4K 0.63% 35
2016
Q1 		$3.29M Buy
32,233
+77
+0.2% +$7.45K 0.59% 42
2015
Q4 		$3.82M Buy
32,156
+2,096
+7% +$260K 0.62% 46
2015
Q3 		$3.47M Buy
+30,060
New +$4.03M 0.59% 51

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 $1.25B AUM 41.83% 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

Baldwin Wealth Partners's SIVB Position: Q1 2023 in Review

Baldwin Wealth Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 465 shares — an estimated $107K sold.

Baldwin Wealth Partners first reported a position in SIVB in Q3 2015 and held it in 30 quarters. The position peaked at $5.04M in Q1 2017. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Baldwin Wealth Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 465 SVB Financial Group shares in Q1 2023, an estimated $107K.
  • Baldwin Wealth Partners first reported a position in SVB Financial Group in Q3 2015 and held it in 30 quarters.
  • Baldwin Wealth Partners's SVB Financial Group position peaked at $5.04M in Q1 2017.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Baldwin Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.