CWM
SIVB

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

Cabot 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
-8,601
Closed -$1.98M – 155
2022
Q4 		$1.98M Buy
+8,601
New +$2.14M 0.33% 70
2016
Q1 		– Sell
-15,213
Closed -$1.81M – 154
2015
Q4 		$1.81M Buy
+15,213
New +$1.89M 0.46% 73

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 $8.74B AUM 14.62% 1-Year Est. Return

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

Cabot Wealth Management sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 8,601 shares — an estimated $1.98M sold.

Cabot Wealth Management first reported a position in SIVB in Q4 2015 and held it in 2 quarters. The position peaked at $1.98M in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Cabot Wealth Management reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Cabot Wealth Management sold 8,601 SVB Financial Group shares in Q1 2023, an estimated $1.98M.
  • Cabot Wealth Management first reported a position in SVB Financial Group in Q4 2015 and held it in 2 quarters.
  • Cabot Wealth Management's SVB Financial Group position peaked at $1.98M in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Cabot Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.