BFEC
SIVB

Benjamin F. Edwards & Company’s SVB Financial Group SIVB Stock Holding History

Benjamin F. Edwards & Company’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
-331
Closed -$76K – 1947
2022
Q4 		$76K Buy
331
+4
+1% +$994 ﹤0.01% 968
2022
Q3 		$110K Sell
327
-75
-19% -$30.2K 0.01% 833
2022
Q2 		$159K Buy
402
+53
+15% +$25K 0.01% 728
2022
Q1 		$195K Buy
349
+21
+6% +$12.7K 0.01% 694
2021
Q4 		$222K Sell
328
-32
-9% -$22.5K 0.01% 653
2021
Q3 		$233K Hold
360
– – 0.01% 623
2021
Q2 		$200K Sell
360
-5,173
-93% -$2.87M 0.01% 647
2021
Q1 		$2.73M Buy
5,533
+5,433
+5,433% +$2.67M 0.15% 164
2020
Q4 		$39K Buy
100
+32
+47% +$10.4K ﹤0.01% 1029
2020
Q3 		$16K Hold
68
– – ﹤0.01% 1172
2020
Q2 		$15K Sell
68
-115
-63% -$22.1K ﹤0.01% 1198
2020
Q1 		$28K Sell
183
-118
-39% -$26K ﹤0.01% 982
2019
Q4 		$76K Hold
301
– – 0.01% 859
2019
Q3 		$63K Sell
301
-81
-21% -$17K ﹤0.01% 863
2019
Q2 		$86K Sell
382
-189
-33% -$43.7K 0.01% 748
2019
Q1 		$127K Buy
571
+555
+3,469% +$129K 0.01% 610
2018
Q4 		$3K Hold
16
– – ﹤0.01% 1581
2018
Q3 		$5K Hold
16
– – ﹤0.01% 1431
2018
Q2 		$5K Hold
16
– – ﹤0.01% 1436
2018
Q1 		$4K Buy
+16
New +$4.02K ﹤0.01% 1463
2016
Q1 		– Sell
-2
Closed – – 1266
2015
Q4 		$0 Buy
+2
New +$248 ﹤0.01% 1310

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

Benjamin F. Edwards & Company's SIVB Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 331 shares — an estimated $76K sold.

Benjamin F. Edwards & Company first reported a position in SIVB in Q4 2015 and held it in 21 quarters. The position peaked at $2.73M in Q1 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Benjamin F. Edwards & Company reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 331 SVB Financial Group shares in Q1 2023, an estimated $76K.
  • Benjamin F. Edwards & Company first reported a position in SVB Financial Group in Q4 2015 and held it in 21 quarters.
  • Benjamin F. Edwards & Company's SVB Financial Group position peaked at $2.73M in Q1 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.