Cetera Advisor Networks’s SVB Financial Group SIVB Stock Holding History

Cetera Advisor Networks’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	-2,227	Closed	-$513K	–	2711
2022 Q4	$513K	Buy	+2,227	New	+$553K	﹤0.01%	1631
2022 Q3	–	Sell	-994	Closed	-$393K	–	2217
2022 Q2	$393K	Buy	+994	New	+$468K	0.01%	1442
2022 Q1	–	Sell	-336	Closed	-$228K	–	2222
2021 Q4	$228K	Sell	336 -27	-7%	-$19K	﹤0.01%	1792
2021 Q3	$235K	Sell	363 -110	-23%	-$63.8K	﹤0.01%	1699
2021 Q2	$263K	Sell	473 -18	-4%	-$9.98K	﹤0.01%	1600
2021 Q1	$242K	Buy	+491	New	+$241K	0.01%	1273
2020 Q3	–	Sell	-194	Closed	-$42K	–	3443
2020 Q2	$42K	Buy	+194	New	+$37.4K	﹤0.01%	2010

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 Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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 Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

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

Cetera Advisor Networks's SIVB Position: Q1 2023 in Review

Cetera Advisor Networks sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 2,227 shares — an estimated $513K sold.

Cetera Advisor Networks first reported a position in SIVB in Q2 2020 and held it in 7 quarters. The position peaked at $513K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

Cetera Advisor Networks reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
Cetera Advisor Networks sold 2,227 SVB Financial Group shares in Q1 2023, an estimated $513K.
Cetera Advisor Networks first reported a position in SVB Financial Group in Q2 2020 and held it in 7 quarters.
Cetera Advisor Networks's SVB Financial Group position peaked at $513K in Q4 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Cetera Advisor Networks's 13F filing for Q1 2023, filed 15 May 2023.