BIA
SIVB

Biondo Investment Advisors’s SVB Financial Group SIVB Stock Holding History

Biondo Investment 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
-24,760
Closed -$5.7M – 79
2022
Q4 		$5.7M Sell
24,760
-96
-0.4% -$23.8K 1.27% 31
2022
Q3 		$8.35M Buy
24,856
+1,380
+6% +$555K 1.92% 18
2022
Q2 		$9.27M Buy
23,476
+2,448
+12% +$1.15M 2.04% 17
2022
Q1 		$11.8M Sell
21,028
-50
-0.2% -$30.3K 2.07% 17
2021
Q4 		$14.3M Sell
21,078
-133
-0.6% -$93.7K 2.38% 14
2021
Q3 		$13.7M Buy
21,211
+145
+0.7% +$84.1K 2.35% 13
2021
Q2 		$11.7M Sell
21,066
-438
-2% -$243K 2.01% 17
2021
Q1 		$10.6M Buy
21,504
+345
+2% +$170K 2.11% 15
2020
Q4 		$8.21M Buy
21,159
+430
+2% +$139K 1.57% 18
2020
Q3 		$4.99M Buy
20,729
+80
+0.4% +$18.8K 1.08% 33
2020
Q2 		$4.45M Buy
20,649
+280
+1% +$53.9K 1.12% 33
2020
Q1 		$3.08M Sell
20,369
-881
-4% -$194K 1.02% 35
2019
Q4 		$5.33M Sell
21,250
-1,590
-7% -$362K 1.23% 26
2019
Q3 		$4.77M Sell
22,840
-910
-4% -$191K 1.22% 28
2019
Q2 		$5.33M Buy
23,750
+13,755
+138% +$3.18M 1.26% 22
2019
Q1 		$2.22M Buy
9,995
+350
+4% +$81.5K 0.56% 43
2018
Q4 		$1.83M Buy
9,645
+8,095
+522% +$1.98M 0.55% 41
2018
Q3 		$482K Buy
1,550
+25
+2% +$7.89K 0.11% 71
2018
Q2 		$440K Buy
1,525
+275
+22% +$80.8K 0.11% 71
2018
Q1 		$300K Sell
1,250
-750
-38% -$188K 0.08% 82
2017
Q4 		$468K Hold
2,000
– – 0.12% 70
2017
Q3 		$374K Buy
+2,000
New +$352K 0.1% 67

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

Biondo Investment Advisors's SIVB Position: Q1 2023 in Review

Biondo Investment Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 24,760 shares — an estimated $5.7M sold.

Biondo Investment Advisors first reported a position in SIVB in Q3 2017 and held it in 22 quarters. The position peaked at $14.3M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Biondo Investment Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Biondo Investment Advisors sold 24,760 SVB Financial Group shares in Q1 2023, an estimated $5.7M.
  • Biondo Investment Advisors first reported a position in SVB Financial Group in Q3 2017 and held it in 22 quarters.
  • Biondo Investment Advisors's SVB Financial Group position peaked at $14.3M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Biondo Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.