BTI
SIVB

Blue Trust Inc’s SVB Financial Group SIVB Stock Holding History

Blue Trust Inc’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
Q2 		– Sell
-101
Closed -$23K – 2676
2023
Q1 		$23K Buy
101
+22
+28% +$6.18K ﹤0.01% 1329
2022
Q4 		$26K Buy
79
+56
+243% +$13.9K ﹤0.01% 1205
2022
Q3 		$9K Sell
23
-20
-47% -$8.05K ﹤0.01% 1399
2022
Q2 		$24K Buy
+43
New +$20.3K ﹤0.01% 909

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Blue Trust Inc's SIVB Position: Q2 2023 in Review

Blue Trust Inc sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 101 shares — an estimated $23K sold.

Blue Trust Inc first reported a position in SIVB in Q2 2022 and held it in 4 quarters. The position peaked at $26K in Q4 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Blue Trust Inc reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 101 SVB Financial Group shares in Q2 2023, an estimated $23K.
  • Blue Trust Inc first reported a position in SVB Financial Group in Q2 2022 and held it in 4 quarters.
  • Blue Trust Inc's SVB Financial Group position peaked at $26K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.