BIAS
SIVB

Beacon Investment Advisory Services’s SVB Financial Group SIVB Stock Holding History

Beacon Investment Advisory Services’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
-975
Closed -$224K – 296
2022
Q4 		$224K Buy
975
+32
+3% +$7.95K 0.01% 258
2022
Q3 		$317K Sell
943
-3
-0.3% -$1.21K 0.02% 226
2022
Q2 		$374K Buy
946
+3
+0.3% +$1.41K 0.02% 218
2022
Q1 		$527K Hold
943
– – 0.02% 202
2021
Q4 		$640K Buy
943
+31
+3% +$21.8K 0.02% 196
2021
Q3 		$590K Sell
912
-45
-5% -$26.1K 0.02% 196
2021
Q2 		$533K Sell
957
-29
-3% -$16.1K 0.02% 203
2021
Q1 		$487K Buy
986
+108
+12% +$53.1K 0.02% 206
2020
Q4 		$341K Hold
878
– – 0.02% 217
2020
Q3 		$211K Buy
+878
New +$207K 0.01% 237
2020
Q1 		– Sell
-878
Closed -$220K – 261
2019
Q4 		$220K Buy
+878
New +$200K 0.01% 238
2018
Q4 		– Sell
-878
Closed -$273K – 270
2018
Q3 		$273K Sell
878
-89
-9% -$28.1K 0.03% 226
2018
Q2 		$279K Hold
967
– – 0.03% 219
2018
Q1 		$232K Sell
967
-133
-12% -$33.4K 0.02% 236
2017
Q4 		$257K Sell
1,100
-390
-26% -$83.1K 0.03% 213
2017
Q3 		$279K Buy
+1,490
New +$262K 0.02% 235

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

Beacon Investment Advisory Services's SIVB Position: Q1 2023 in Review

Beacon Investment Advisory Services sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 975 shares — an estimated $224K sold.

Beacon Investment Advisory Services first reported a position in SIVB in Q3 2017 and held it in 16 quarters. The position peaked at $640K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Beacon Investment Advisory Services reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 975 SVB Financial Group shares in Q1 2023, an estimated $224K.
  • Beacon Investment Advisory Services first reported a position in SVB Financial Group in Q3 2017 and held it in 16 quarters.
  • Beacon Investment Advisory Services's SVB Financial Group position peaked at $640K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2023, filed 4 May 2023.