BCV
SIVB

Banque Cantonale Vaudoise’s SVB Financial Group SIVB Stock Holding History

Banque Cantonale Vaudoise’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
Q2 		– Sell
-800
Closed -$1K – 1250
2023
Q1 		$1K Hold
800
– – ﹤0.01% 1175
2022
Q4 		$184K Hold
800
– – 0.01% 731
2022
Q3 		$269K Sell
800
-54
-6% -$21.7K 0.02% 636
2022
Q2 		$336K Sell
854
-6
-0.7% -$2.83K 0.02% 599
2022
Q1 		$482K Sell
860
-1,112
-56% -$675K 0.02% 569
2021
Q4 		$1.34M Buy
1,972
+980
+99% +$690K 0.05% 348
2021
Q3 		$642K Sell
992
-1,308
-57% -$758K 0.03% 502
2021
Q2 		$1.28M Sell
2,300
-200
-8% -$111K 0.06% 362
2021
Q1 		$1.24M Buy
2,500
+1,300
+108% +$639K 0.06% 316
2020
Q4 		$465K Hold
1,200
– – 0.03% 510
2020
Q3 		$288K Buy
1,200
+100
+9% +$23.5K 0.02% 591
2020
Q2 		$238K Hold
1,100
– – 0.02% 612
2020
Q1 		$166K Hold
1,100
– – 0.01% 663
2019
Q4 		$276K Buy
+1,100
New +$250K 0.02% 637

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Banque Cantonale Vaudoise's SIVB Position: Q2 2023 in Review

Banque Cantonale Vaudoise sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 800 shares — an estimated $1K sold.

Banque Cantonale Vaudoise first reported a position in SIVB in Q4 2019 and held it in 14 quarters. The position peaked at $1.34M in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Banque Cantonale Vaudoise reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 800 SVB Financial Group shares in Q2 2023, an estimated $1K.
  • Banque Cantonale Vaudoise first reported a position in SVB Financial Group in Q4 2019 and held it in 14 quarters.
  • Banque Cantonale Vaudoise's SVB Financial Group position peaked at $1.34M in Q4 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2023, filed 9 Aug 2023.