BWP
SIVB

BSW Wealth Partners’s SVB Financial Group SIVB Stock Holding History

BSW Wealth Partners’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
-2,053
Closed -$472K – 341
2022
Q4 		$472K Buy
2,053
+666
+48% +$165K 0.1% 141
2022
Q3 		$466K Buy
1,387
+57
+4% +$22.9K 0.11% 125
2022
Q2 		$525K Buy
1,330
+363
+38% +$171K 0.13% 113
2022
Q1 		$541K Buy
967
+123
+15% +$74.7K 0.14% 115
2021
Q4 		$572K Buy
844
+80
+10% +$56.4K 0.14% 100
2021
Q3 		$494K Buy
764
+80
+12% +$46.4K 0.14% 108
2021
Q2 		$381K Buy
684
+112
+20% +$62.1K 0.1% 133
2021
Q1 		$282K Sell
572
-84
-13% -$41.3K 0.08% 149
2020
Q4 		$254K Buy
+656
New +$213K 0.08% 143
2018
Q4 		– Sell
-1,157
Closed -$360K – 151
2018
Q3 		$360K Buy
+1,157
New +$365K 0.14% 63

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

BSW Wealth Partners's SIVB Position: Q1 2023 in Review

BSW Wealth Partners sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,053 shares — an estimated $472K sold.

BSW Wealth Partners first reported a position in SIVB in Q3 2018 and held it in 10 quarters. The position peaked at $572K in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • BSW Wealth Partners reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 2,053 SVB Financial Group shares in Q1 2023, an estimated $472K.
  • BSW Wealth Partners first reported a position in SVB Financial Group in Q3 2018 and held it in 10 quarters.
  • BSW Wealth Partners's SVB Financial Group position peaked at $572K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on BSW Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.