BPA
SIVB

Beacon Pointe Advisors’s SVB Financial Group SIVB Stock Holding History

Beacon Pointe 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
-1,958
Closed -$451K – 1205
2022
Q4 		$451K Sell
1,958
-234
-11% -$58.1K 0.01% 727
2022
Q3 		$737K Sell
2,192
-133
-6% -$53.5K 0.02% 539
2022
Q2 		$919K Buy
2,325
+1,340
+136% +$631K 0.02% 488
2022
Q1 		$551K Buy
985
+88
+10% +$53.4K 0.01% 782
2021
Q4 		$608K Sell
897
-50
-5% -$35.2K 0.02% 502
2021
Q3 		$613K Buy
+947
New +$549K 0.02% 499

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 Pointe Advisors's SIVB Position: Q1 2023 in Review

Beacon Pointe Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,958 shares — an estimated $451K sold.

Beacon Pointe Advisors first reported a position in SIVB in Q3 2021 and held it in 6 quarters. The position peaked at $919K in Q2 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Beacon Pointe Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 1,958 SVB Financial Group shares in Q1 2023, an estimated $451K.
  • Beacon Pointe Advisors first reported a position in SVB Financial Group in Q3 2021 and held it in 6 quarters.
  • Beacon Pointe Advisors's SVB Financial Group position peaked at $919K in Q2 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Beacon Pointe Advisors's 13F filing for Q1 2023, filed 12 May 2023.