Carson Wealth (CWM LLC)
SIVB

Carson Wealth (CWM LLC)’s SVB Financial Group SIVB Stock Holding History

Carson Wealth (CWM LLC)’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
-1,110
Closed -$255K – 4508
2022
Q4 		$255K Buy
1,110
+625
+129% +$155K ﹤0.01% 1017
2022
Q3 		$163K Buy
485
+7
+1% +$2.82K ﹤0.01% 1132
2022
Q2 		$189K Buy
478
+132
+38% +$62.2K ﹤0.01% 1064
2022
Q1 		$194K Buy
346
+202
+140% +$123K ﹤0.01% 1047
2021
Q4 		$98K Buy
+144
New +$101K ﹤0.01% 1303
2021
Q2 		$8K Hold
15
– – ﹤0.01% 2223
2021
Q1 		$8K Hold
15
– – ﹤0.01% 2222
2020
Q4 		$8K Hold
15
– – ﹤0.01% 2221
2020
Q3 		$8K Hold
15
– – ﹤0.01% 2221
2020
Q2 		$8K Hold
15
– – ﹤0.01% 2220
2020
Q1 		$8K Hold
15
– – ﹤0.01% 2220
2019
Q4 		$8K Hold
15
– – ﹤0.01% 2220
2019
Q3 		$8K Hold
15
– – ﹤0.01% 2219
2019
Q2 		$8K Hold
15
– – ﹤0.01% 2219
2019
Q1 		$8K Buy
15
+9
+150% +$2.1K ﹤0.01% 2219
2018
Q4 		$1K Buy
6
+1
+20% +$245 ﹤0.01% 2064
2018
Q3 		$2K Buy
+5
New +$1.58K ﹤0.01% 1595
2018
Q2 		– Sell
-4
Closed -$1K – 1843
2018
Q1 		$1K Buy
+4
New +$1K ﹤0.01% 1383

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

Carson Wealth (CWM LLC)'s SIVB Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,110 shares — an estimated $255K sold.

Carson Wealth (CWM LLC) first reported a position in SIVB in Q1 2018 and held it in 18 quarters. The position peaked at $255K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,110 SVB Financial Group shares in Q1 2023, an estimated $255K.
  • Carson Wealth (CWM LLC) first reported a position in SVB Financial Group in Q1 2018 and held it in 18 quarters.
  • Carson Wealth (CWM LLC)'s SVB Financial Group position peaked at $255K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.