BSW
SIVB

Buckingham Strategic Wealth’s SVB Financial Group SIVB Stock Holding History

Buckingham Strategic Wealth’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
-3,240
Closed -$746K – 631
2022
Q4 		$746K Buy
3,240
+83
+3% +$20.6K 0.01% 313
2022
Q3 		$1.06M Buy
3,157
+6
+0.2% +$2.42K 0.02% 254
2022
Q2 		$1.25M Sell
3,151
-11
-0.3% -$5.18K 0.02% 237
2022
Q1 		$1.77M Sell
3,162
-8
-0.3% -$4.86K 0.03% 193
2021
Q4 		$2.15M Sell
3,170
-1
-0% -$704 0.04% 170
2021
Q3 		$2.05M Buy
3,171
+25
+0.8% +$14.5K 0.04% 169
2021
Q2 		$1.75M Sell
3,146
-67
-2% -$37.2K 0.04% 186
2021
Q1 		$1.59M Buy
3,213
+3
+0.1% +$1.48K 0.08% 181
2020
Q4 		$1.25M Sell
3,210
-47
-1% -$15.2K 0.07% 198
2020
Q3 		$784K Sell
3,257
-2
-0.1% -$471 0.06% 208
2020
Q2 		$702K Buy
+3,259
New +$628K 0.07% 182
2020
Q1 		– Sell
-805
Closed -$202K – 531
2019
Q4 		$202K Buy
+805
New +$183K 0.02% 440
2019
Q2 		– Sell
-929
Closed -$207K – 469
2019
Q1 		$207K Buy
+929
New +$216K 0.03% 387

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

Buckingham Strategic Wealth's SIVB Position: Q1 2023 in Review

Buckingham Strategic Wealth sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 3,240 shares — an estimated $746K sold.

Buckingham Strategic Wealth first reported a position in SIVB in Q1 2019 and held it in 13 quarters. The position peaked at $2.15M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Buckingham Strategic Wealth reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 3,240 SVB Financial Group shares in Q1 2023, an estimated $746K.
  • Buckingham Strategic Wealth first reported a position in SVB Financial Group in Q1 2019 and held it in 13 quarters.
  • Buckingham Strategic Wealth's SVB Financial Group position peaked at $2.15M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2023, filed 11 May 2023.