Cambridge Investment Research Advisors
SIVB

Cambridge Investment Research Advisors’s SVB Financial Group SIVB Stock Holding History

Cambridge Investment Research 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
-4,427
Closed -$1.02M – 3313
2022
Q4 		$1.02M Buy
4,427
+98
+2% +$24.3K 0.01% 1503
2022
Q3 		$1.45M Buy
4,329
+95
+2% +$38.2K 0.01% 1235
2022
Q2 		$1.67M Buy
4,234
+64
+2% +$30.1K 0.01% 1135
2022
Q1 		$2.33M Buy
4,170
+661
+19% +$401K 0.01% 1048
2021
Q4 		$2.38M Buy
3,509
+941
+37% +$663K 0.01% 1038
2021
Q3 		$1.66M Sell
2,568
-714
-22% -$414K 0.01% 1206
2021
Q2 		$1.83M Sell
3,282
-19,329
-85% -$10.7M 0.01% 1173
2021
Q1 		$11.2M Buy
22,611
+20,055
+785% +$9.86M 0.06% 298
2020
Q4 		$991K Buy
+2,556
New +$828K 0.01% 1307
2020
Q3 		– Sell
-1,129
Closed -$243K – 2657
2020
Q2 		$243K Buy
+1,129
New +$217K ﹤0.01% 2044
2020
Q1 		– Sell
-1,001
Closed -$251K – 2558
2019
Q4 		$251K Buy
1,001
+9
+0.9% +$2.05K ﹤0.01% 2034
2019
Q3 		$207K Sell
992
-244
-20% -$51.1K ﹤0.01% 2095
2019
Q2 		$278K Sell
1,236
-129
-9% -$29.8K ﹤0.01% 1784
2019
Q1 		$304K Buy
1,365
+117
+9% +$27.2K ﹤0.01% 1796
2018
Q4 		$237K Sell
1,248
-654
-34% -$160K ﹤0.01% 1823
2018
Q3 		$591K Buy
1,902
+607
+47% +$192K 0.01% 1349
2018
Q2 		$374K Buy
+1,295
New +$380K ﹤0.01% 1584

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 $1.25B AUM 41.83% 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

Cambridge Investment Research Advisors's SIVB Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 4,427 shares — an estimated $1.02M sold.

Cambridge Investment Research Advisors first reported a position in SIVB in Q2 2018 and held it in 17 quarters. The position peaked at $11.2M in Q1 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Cambridge Investment Research Advisors reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,427 SVB Financial Group shares in Q1 2023, an estimated $1.02M.
  • Cambridge Investment Research Advisors first reported a position in SVB Financial Group in Q2 2018 and held it in 17 quarters.
  • Cambridge Investment Research Advisors's SVB Financial Group position peaked at $11.2M in Q1 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.