Belpointe Asset Management’s SVB Financial Group SIVB Stock Holding History

Belpointe Asset Management’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	-298	Closed	-$68.6K	–	3935
2022 Q4	$68.6K	Buy	+298	New	+$74K	﹤0.01%	1450
2022 Q1	–	Sell	-206	Closed	-$140K	–	1340
2021 Q4	$140K	Sell	206 -92	-31%	-$64.8K	0.01%	1048
2021 Q3	$194K	Buy	+298	New	+$173K	0.01%	872
2021 Q2	–	Sell	-2,309	Closed	-$1.14M	–	1196
2021 Q1	$1.14M	Buy	+2,309	New	+$1.14M	0.1%	226
2018 Q3	–	Sell	-1,558	Closed	-$450K	–	668
2018 Q2	$450K	Buy	+1,558	New	+$458K	0.13%	185

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Belpointe Asset Management's SIVB Position: Q1 2023 in Review

Belpointe Asset Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 298 shares — an estimated $68.6K sold.

Belpointe Asset Management first reported a position in SIVB in Q2 2018 and held it in 5 quarters. The position peaked at $1.14M in Q1 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Belpointe Asset Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Belpointe Asset Management sold 298 SVB Financial Group shares in Q1 2023, an estimated $68.6K.
Belpointe Asset Management first reported a position in SVB Financial Group in Q2 2018 and held it in 5 quarters.
Belpointe Asset Management's SVB Financial Group position peaked at $1.14M in Q1 2021.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.