BerganKDV Wealth Management’s SVB Financial Group SIVB Stock Holding History

BerganKDV Wealth 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	-3	Closed	-$690	–	1137
2022 Q4	$690	Hold	3	–	–	﹤0.01%	917
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	955
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	962
2022 Q1	$2K	Hold	3	–	–	﹤0.01%	892
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	952
2021 Q3	$2K	Hold	3	–	–	﹤0.01%	931
2021 Q2	$2K	Hold	3	–	–	﹤0.01%	873
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	925
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	931
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	898
2020 Q2	$1K	Hold	3	–	–	﹤0.01%	943
2020 Q1	$0	Hold	3	–	–	﹤0.01%	1033
2019 Q4	$1K	Buy	+3	New	+$682	﹤0.01%	923

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

BerganKDV Wealth Management's SIVB Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3 shares — an estimated $690 sold.

BerganKDV Wealth Management first reported a position in SIVB in Q4 2019 and held it in 13 quarters. The position peaked at $2K in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

BerganKDV Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 3 SVB Financial Group shares in Q1 2023, an estimated $690.
BerganKDV Wealth Management first reported a position in SVB Financial Group in Q4 2019 and held it in 13 quarters.
BerganKDV Wealth Management's SVB Financial Group position peaked at $2K in Q1 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.